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Global Financial Private Client’s Simon Property Group SPG Stock Holding History

Global Financial Private Client’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 		– Sell
-127
Closed -$21.1K – 1388
2025
Q1 		$21.1K Hold
127
– – 0.01% 439
2024
Q4 		$21.9K Sell
127
-1
-0.8% -$176 0.01% 420
2024
Q3 		$21.6K Buy
+128
New +$20.3K 0.01% 418
2020
Q3 		– Sell
-72
Closed -$5.07K – 510
2020
Q2 		$5.07K Sell
72
-169
-70% -$10.6K ﹤0.01% 389
2020
Q1 		$11.4K Hold
241
– – 0.01% 344
2019
Q4 		$36K Buy
+241
New +$36.1K 0.03% 277

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return