FIM
SPG icon

Freedom Investment Management’s Simon Property Group SPG Stock Holding History

Freedom Investment 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
Q3 		– Sell
-1,958
Closed -$315K – 621
2025
Q2 		$315K Sell
1,958
-216
-10% -$34.1K 0.03% 576
2025
Q1 		$361K Buy
2,174
+78
+4% +$13.6K 0.03% 518
2024
Q4 		$361K Sell
2,096
-190
-8% -$33.3K 0.03% 534
2024
Q3 		$386K Sell
2,286
-41
-2% -$6.49K 0.03% 512
2024
Q2 		$353K Sell
2,327
-674
-22% -$99.3K 0.03% 526
2024
Q1 		$470K Sell
3,001
-202
-6% -$29.6K 0.04% 455
2023
Q4 		$457K Sell
3,203
-411
-11% -$49.7K 0.04% 458
2023
Q3 		$390K Sell
3,614
-382
-10% -$44.7K 0.05% 428
2023
Q2 		$461K Sell
3,996
-89
-2% -$9.69K 0.05% 415
2023
Q1 		$457K Sell
4,085
-5,647
-58% -$674K 0.05% 426
2022
Q4 		$1.14M Buy
9,732
+1,353
+16% +$150K 0.13% 228
2022
Q3 		$752K Buy
8,379
+295
+4% +$30.2K 0.09% 301
2022
Q2 		$767K Buy
8,084
+2,591
+47% +$297K 0.08% 314
2022
Q1 		$723K Buy
5,493
+1,978
+56% +$282K 0.06% 371
2021
Q4 		$562K Sell
3,515
-676
-16% -$103K 0.04% 490
2021
Q3 		$545K Buy
+4,191
New +$545K 0.04% 477
2020
Q2 		– Sell
-1,716
Closed -$242K – 678
2020
Q1 		$242K Buy
1,716
+361
+27% +$43.2K 0.02% 573
2019
Q4 		$202K Buy
+1,355
New +$203K 0.02% 616
2016
Q2 		– Sell
-1,367
Closed -$284K – 893
2016
Q1 		$284K Buy
+1,367
New +$263K 0.02% 568

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Freedom Investment Management's SPG Position: Q3 2025 in Review

Freedom Investment Management sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 1,958 shares — an estimated $315K sold.

Freedom Investment Management first reported a position in SPG in Q1 2016 and held it in 19 quarters. The position peaked at $1.14M in Q4 2022. 1,221 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • Freedom Investment Management reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 1,958 Simon Property Group shares in Q3 2025, an estimated $315K.
  • Freedom Investment Management first reported a position in Simon Property Group in Q1 2016 and held it in 19 quarters.
  • Freedom Investment Management's Simon Property Group position peaked at $1.14M in Q4 2022.
  • 1,221 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.