Flaharty Asset Management’s Simon Property Group SPG Stock Holding History

Flaharty Asset Management’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 Q2	–	Sell	-10	Closed	-$1.66K	–	427
2025 Q1	$1.66K	Buy	+10	New	+$1.75K	﹤0.01%	456

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flaharty Asset Management's SPG Position: Q2 2025 in Review

Flaharty Asset Management sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 10 shares — an estimated $1.66K sold.

Flaharty Asset Management first reported a position in SPG in Q1 2025 and held it in 1 quarter. The position peaked at $1.66K in Q1 2025. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Flaharty Asset Management reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 10 Simon Property Group shares in Q2 2025, an estimated $1.66K.
Flaharty Asset Management first reported a position in Simon Property Group in Q1 2025 and held it in 1 quarter.
Flaharty Asset Management's Simon Property Group position peaked at $1.66K in Q1 2025.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.