FORA Capital’s Simon Property Group SPG Stock Holding History

FORA Capital’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 Q4	–	Sell	-16,035	Closed	-$3.01M	–	640
2025 Q3	$3.01M	Buy	16,035 +13,552	+546%	+$2.34M	0.53%	36
2025 Q2	$399K	Buy	+2,483	New	+$392K	0.04%	359
2024 Q1	–	Sell	-21,599	Closed	-$3.08M	–	557
2023 Q4	$3.08M	Buy	+21,599	New	+$2.61M	0.26%	111
2023 Q1	–	Sell	-2,743	Closed	-$322K	–	684
2022 Q4	$322K	Buy	+2,743	New	+$305K	0.05%	344
2022 Q1	–	Sell	-3,701	Closed	-$591K	–	626
2021 Q4	$591K	Sell	3,701 -2,470	-40%	-$377K	0.23%	128
2021 Q3	$802K	Sell	6,171 -10,815	-64%	-$1.41M	0.2%	142
2021 Q2	$2.22M	Buy	16,986 +13,688	+415%	+$1.7M	0.41%	56
2021 Q1	$375K	Buy	+3,298	New	+$344K	0.12%	193
2020 Q3	–	Sell	-24,784	Closed	-$1.7M	–	957
2020 Q2	$1.7M	Sell	24,784 -22,612	-48%	-$1.42M	0.58%	29
2020 Q1	$2.6M	Buy	47,396 +31,901	+206%	+$3.81M	0.56%	25
2019 Q4	$2.31M	Buy	+15,495	New	+$2.32M	0.23%	116

Other funds holding SPG

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

Capital World Investors

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

Bank of America

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM