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Forte Capital’s Simon Property Group SPG Stock Holding History

Forte 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
Q2 		$615K Sell
3,827
-200
-5% -$31.6K 0.07% 160
2025
Q1 		$669K Buy
4,027
+370
+10% +$64.7K 0.08% 148
2024
Q4 		$630K Sell
3,657
-70
-2% -$12.3K 0.07% 147
2024
Q3 		$630K Buy
+3,727
New +$590K 0.07% 152

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forte Capital's SPG Position: Q2 2025 in Review

Forte Capital reduced its Simon Property Group (SPG) stake by 5% in Q2 2025, selling an estimated $31.6K and leaving 3,827 shares worth $615K. The position accounts for 0.07% of the portfolio, ranked #160.

Forte Capital first reported a position in SPG in Q3 2024 and has held it in 4 quarters since. The position peaked at $669K in Q1 2025. 1,211 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

  • Forte Capital held 3,827 shares of Simon Property Group worth $615K as of Q2 2025.
  • Forte Capital sold 200 Simon Property Group shares in Q2 2025, an estimated $31.6K.
  • Simon Property Group made up 0.07% of Forte Capital's portfolio in Q2 2025, its #160 holding.
  • Forte Capital first reported a position in Simon Property Group in Q3 2024 and has held it in 4 quarters since.
  • Forte Capital's Simon Property Group position peaked at $669K in Q1 2025.
  • 1,211 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.