Garda Capital Partners’s Simon Property Group SPG Stock Holding History

Garda Capital 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 Q3	–	Sell	-75,600	Closed	-$12.2M	–	439
2025 Q2	$12.2M	Buy	75,600 +12,200	+19%	+$1.93M	0.29%	83
2025 Q1	$10.5M	Buy	63,400 +60,100	+1,821%	+$10.5M	0.27%	101
2024 Q4	$568K	Sell	3,300 -38,400	-92%	-$6.74M	0.04%	181
2024 Q3	$7.05M	Buy	41,700 +9,900	+31%	+$1.57M	0.2%	149
2024 Q2	$4.83M	Buy	31,800 +2,300	+8%	+$339K	0.17%	157
2024 Q1	$4.62M	Buy	29,500 +21,000	+247%	+$3.08M	0.19%	147
2023 Q4	$1.21M	Sell	8,500 -15,300	-64%	-$1.85M	0.1%	209
2023 Q3	$2.57M	Buy	+23,800	New	+$2.79M	0.12%	170

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return