Fuller & Thaler Asset Management
SPG icon

Fuller & Thaler Asset Management’s Simon Property Group SPG Stock Holding History

Fuller & Thaler Asset 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
Q2 		– Hold
0
– – – 607
2025
Q1 		– Hold
0
– – – 592
2024
Q4 		– Hold
0
– – – 603
2024
Q3 		– Hold
0
– – – 567
2024
Q2 		– Hold
0
– – – 561
2024
Q1 		– Hold
0
– – – 544
2023
Q4 		– Sell
-13
Closed -$1.57K – 522
2023
Q3 		$1.39K Sell
13
-33,131
-100% -$3.88M ﹤0.01% 508
2023
Q2 		$3.83M Buy
33,144
+160
+0.5% +$17.4K 0.02% 303
2023
Q1 		$3.69M Buy
32,984
+3,862
+13% +$461K 0.02% 298
2022
Q4 		$3.42M Buy
29,122
+3,204
+12% +$356K 0.02% 297
2022
Q3 		$2.33M Buy
25,918
+3,763
+17% +$385K 0.02% 318
2022
Q2 		$2.1M Buy
22,155
+1,825
+9% +$209K 0.01% 347
2022
Q1 		$2.67M Buy
20,330
+2,400
+13% +$342K 0.02% 343
2021
Q4 		$2.87M Buy
17,930
+1,200
+7% +$183K 0.02% 325
2021
Q3 		$2.17M Buy
16,730
+3,900
+30% +$508K 0.01% 345
2021
Q2 		$1.67M Buy
12,830
+5,320
+71% +$661K 0.01% 365
2021
Q1 		$854K Sell
7,510
-2,000
-21% -$209K 0.01% 383
2020
Q4 		$811K Sell
9,510
-150
-2% -$11.5K 0.01% 363
2020
Q3 		$625K Buy
9,660
+5,460
+130% +$358K 0.01% 365
2020
Q2 		$287K Buy
+4,200
New +$263K ﹤0.01% 372
2018
Q3 		– Sell
-900
Closed -$153K – 690
2018
Q2 		$153K Hold
900
– – ﹤0.01% 433
2018
Q1 		$139K Sell
900
-1,600
-64% -$254K ﹤0.01% 442
2017
Q4 		$429K Hold
2,500
– – 0.01% 367
2017
Q3 		$403K Buy
+2,500
New +$399K ﹤0.01% 341

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 $3.38T AUM 44.17% 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

Fuller & Thaler Asset Management's SPG Position: Q2 2025 in Review

Fuller & Thaler Asset Management held its Simon Property Group (SPG) position steady in Q2 2025 at 0 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Fuller & Thaler Asset Management first reported a position in SPG in Q3 2017 and has held it in 18 quarters since. The position peaked at $3.83M in Q2 2023. 1,212 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

  • Fuller & Thaler Asset Management held 0 shares of Simon Property Group worth $2 as of Q2 2025.
  • Fuller & Thaler Asset Management left its Simon Property Group share count unchanged in Q2 2025.
  • Simon Property Group made up ﹤0.01% of Fuller & Thaler Asset Management's portfolio in Q2 2025, its #607 holding.
  • Fuller & Thaler Asset Management first reported a position in Simon Property Group in Q3 2017 and has held it in 18 quarters since.
  • Fuller & Thaler Asset Management's Simon Property Group position peaked at $3.83M in Q2 2023.
  • 1,212 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Fuller & Thaler Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.