Gifford Fong Associates’s Simon Property Group SPG Stock Holding History

Gifford Fong Associates’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 Q4	$1.3M	Hold	7,000	–	–	0.26%	79
2025 Q3	$1.31M	Hold	7,000	–	–	0.28%	79
2025 Q2	$1.13M	Hold	7,000	–	–	0.26%	81
2025 Q1	$1.16M	Hold	7,000	–	–	0.29%	83
2024 Q4	$1.21M	Hold	7,000	–	–	0.3%	83
2024 Q3	$1.18M	Hold	7,000	–	–	0.3%	86
2024 Q2	$1.06M	Hold	7,000	–	–	0.28%	83
2024 Q1	$1.09M	Hold	7,000	–	–	0.3%	84
2023 Q4	$998K	Hold	7,000	–	–	0.21%	89
2023 Q3	$756K	Hold	7,000	–	–	0.18%	98
2023 Q2	$808K	Hold	7,000	–	–	0.19%	94
2023 Q1	$784K	Hold	7,000	–	–	0.21%	96
2022 Q4	$822K	Hold	7,000	–	–	0.19%	94
2022 Q3	$628K	Hold	7,000	–	–	0.16%	96
2022 Q2	$664K	Hold	7,000	–	–	0.15%	97
2022 Q1	$921K	Hold	7,000	–	–	0.17%	93
2021 Q4	$1.12M	Hold	7,000	–	–	0.2%	85
2021 Q3	$910K	Hold	7,000	–	–	0.18%	91
2021 Q2	$913K	Hold	7,000	–	–	0.18%	89
2021 Q1	$796K	Hold	7,000	–	–	0.17%	93
2020 Q4	$597K	Hold	7,000	–	–	0.14%	101
2020 Q3	$453K	Hold	7,000	–	–	0.12%	102
2020 Q2	$479K	Hold	7,000	–	–	0.15%	96
2020 Q1	$384K	Hold	7,000	–	–	0.14%	93
2019 Q4	$1.04M	Hold	7,000	–	–	0.3%	74
2019 Q3	$1.09M	Hold	7,000	–	–	0.36%	72
2019 Q2	$1.12M	Hold	7,000	–	–	0.37%	72
2019 Q1	$1.27M	Hold	7,000	–	–	0.42%	65
2018 Q4	$1.18M	Hold	7,000	–	–	0.44%	58
2018 Q3	$1.24M	Hold	7,000	–	–	0.39%	67
2018 Q2	$1.19M	Buy	+7,000	New	+$1.11M	0.41%	64

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Gifford Fong Associates's SPG Position: Q4 2025 in Review

Gifford Fong Associates held its Simon Property Group (SPG) position steady in Q4 2025 at 7,000 shares worth $1.3M. The position accounts for 0.26% of the portfolio, ranked #79.

Gifford Fong Associates first reported a position in SPG in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.31M in Q3 2025. 1,286 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

Gifford Fong Associates held 7,000 shares of Simon Property Group worth $1.3M as of Q4 2025.
Gifford Fong Associates left its Simon Property Group share count unchanged in Q4 2025.
Simon Property Group made up 0.26% of Gifford Fong Associates's portfolio in Q4 2025, its #79 holding.
Gifford Fong Associates first reported a position in Simon Property Group in Q2 2018 and has held it in 31 quarters since.
Gifford Fong Associates's Simon Property Group position peaked at $1.31M in Q3 2025.
1,286 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.