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Foundry Partners’s Simon Property Group SPG Stock Holding History

Foundry Partners’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 		$28.8M Buy
173,571
+7,374
+4% +$1.29M 1.53% 8
2024
Q4 		$28.6M Sell
166,197
-24,181
-13% -$4.24M 1.44% 10
2024
Q3 		$32.2M Sell
190,378
-14,763
-7% -$2.34M 1.59% 9
2024
Q2 		$31.1M Buy
205,141
+32,344
+19% +$4.76M 1.67% 7
2024
Q1 		$27M Sell
172,797
-7,680
-4% -$1.13M 1.44% 10
2023
Q4 		$25.7M Sell
180,477
-23,480
-12% -$2.84M 1.55% 7
2023
Q3 		$22M Buy
203,957
+14,874
+8% +$1.74M 1.37% 12
2023
Q2 		$21.8M Buy
189,083
+8,636
+5% +$941K 1.34% 11
2023
Q1 		$20.2M Sell
180,447
-13,133
-7% -$1.57M 1.27% 16
2022
Q4 		$22.7M Sell
193,580
-3,105
-2% -$345K 1.25% 20
2022
Q3 		$17.7M Buy
196,685
+32,755
+20% +$3.35M 1.11% 24
2022
Q2 		$15.6M Sell
163,930
-26,095
-14% -$2.99M 0.94% 35
2022
Q1 		$25M Buy
190,025
+16,520
+10% +$2.35M 1.28% 22
2021
Q4 		$27.7M Sell
173,505
-41,815
-19% -$6.38M 0.98% 14
2021
Q3 		$28M Buy
215,320
+44,500
+26% +$5.79M 1% 10
2021
Q2 		$22.3M Buy
+170,820
New +$21.2M 0.76% 26

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

Foundry Partners's SPG Position: Q1 2025 in Review

Foundry Partners increased its Simon Property Group (SPG) stake by 4.4% in Q1 2025, buying an estimated $1.29M and bringing the position to 173,571 shares worth $28.8M. The position accounts for 1.53% of the portfolio, ranked #8.

Foundry Partners first reported a position in SPG in Q2 2021 and has held it in 16 quarters since. The position peaked at $32.2M in Q3 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • Foundry Partners held 173,571 shares of Simon Property Group worth $28.8M as of Q1 2025.
  • Foundry Partners bought 7,374 Simon Property Group shares in Q1 2025, an estimated $1.29M.
  • Simon Property Group made up 1.53% of Foundry Partners's portfolio in Q1 2025, its #8 holding.
  • Foundry Partners first reported a position in Simon Property Group in Q2 2021 and has held it in 16 quarters since.
  • Foundry Partners's Simon Property Group position peaked at $32.2M in Q3 2024.
  • 1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.