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Five Oceans Advisors’s Simon Property Group SPG Stock Holding History

Five Oceans Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,185
Closed -$204K – 187
2024
Q4 		$204K Sell
1,185
-194
-14% -$34K 0.09% 166
2024
Q3 		$233K Buy
+1,379
New +$218K 0.11% 163

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Five Oceans Advisors's SPG Position: Q1 2025 in Review

Five Oceans Advisors sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 1,185 shares — an estimated $204K sold.

Five Oceans Advisors first reported a position in SPG in Q3 2024 and held it in 2 quarters. The position peaked at $233K in Q3 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • Five Oceans Advisors reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
  • Five Oceans Advisors sold 1,185 Simon Property Group shares in Q1 2025, an estimated $204K.
  • Five Oceans Advisors first reported a position in Simon Property Group in Q3 2024 and held it in 2 quarters.
  • Five Oceans Advisors's Simon Property Group position peaked at $233K in Q3 2024.
  • 1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Five Oceans Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.