FFO
SPG icon

Fortitude Family Office’s Simon Property Group SPG Stock Holding History

Fortitude Family Office’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
2026
Q1 		$121K Hold
647
– – 0.03% 148
2025
Q4 		$120K Hold
647
– – 0.03% 172
2025
Q3 		$121K Hold
647
– – 0.03% 169
2025
Q2 		$104K Hold
647
– – 0.03% 166
2025
Q1 		$107K Hold
647
– – 0.04% 151
2024
Q4 		$111K Hold
647
– – 0.04% 165
2024
Q3 		$109K Hold
647
– – 0.04% 151
2024
Q2 		$98.2K Buy
647
+572
+763% +$84.3K 0.06% 115
2024
Q1 		$11.7K Hold
75
– – 0.01% 366
2023
Q4 		$10.7K Buy
+75
New +$9.07K 0.01% 391

Other funds holding SPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Cohen & Steers
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