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

Grassi 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 Q2	$3.34M	Sell	20,798 -1,245	-6%	-$197K	0.27%	56
2025 Q1	$3.66M	Buy	22,043 +55	+0.3%	+$9.61K	0.34%	55
2024 Q4	$3.79M	Sell	21,988 -146	-0.7%	-$25.6K	0.32%	52
2024 Q3	$3.74M	Sell	22,134 -45	-0.2%	-$7.13K	0.32%	52
2024 Q2	$3.37M	Sell	22,179 -891	-4%	-$131K	0.3%	53
2024 Q1	$3.61M	Sell	23,070 -146	-0.6%	-$21.4K	0.33%	53
2023 Q4	$3.31M	Sell	23,216 -919	-4%	-$111K	0.35%	53
2023 Q3	$2.61M	Sell	24,135 -270	-1%	-$31.6K	0.3%	61
2023 Q2	$2.82M	Sell	24,405 -1,944	-7%	-$212K	0.31%	60
2023 Q1	$2.95M	Buy	26,349 +1,104	+4%	+$132K	0.37%	60
2022 Q4	$2.97M	Buy	25,245 +56	+0.2%	+$6.22K	0.4%	59
2022 Q3	$2.26M	Buy	25,189 +1,004	+4%	+$103K	0.33%	64
2022 Q2	$2.3M	Buy	24,185 +3,453	+17%	+$396K	0.3%	67
2022 Q1	$2.73M	Buy	20,732 +1,877	+10%	+$267K	0.29%	69
2021 Q4	$3.01M	Buy	18,855 +1,353	+8%	+$207K	0.3%	66
2021 Q3	$2.27M	Buy	17,502 +9,177	+110%	+$1.19M	0.26%	74
2021 Q2	$1.09M	Buy	+8,325	New	+$1.03M	0.12%	85
2020 Q3	–	Sell	-4,600	Closed	-$315K	–	134
2020 Q2	$315K	Buy	4,600 +640	+16%	+$40.1K	0.05%	106
2020 Q1	$217K	Sell	3,960 -100	-2%	-$12K	0.04%	95
2019 Q4	$605K	Hold	4,060	–	–	0.08%	83
2019 Q3	$632K	Hold	4,060	–	–	0.09%	87
2019 Q2	$649K	Hold	4,060	–	–	0.1%	82
2019 Q1	$740K	Hold	4,060	–	–	0.11%	91
2018 Q4	$682K	Hold	4,060	–	–	0.12%	83
2018 Q3	$718K	Hold	4,060	–	–	0.11%	85
2018 Q2	$691K	Buy	4,060 +65	+2%	+$10.3K	0.11%	86
2018 Q1	$617K	Hold	3,995	–	–	0.1%	89
2017 Q4	$686K	Hold	3,995	–	–	0.11%	94
2017 Q3	$643K	Hold	3,995	–	–	0.11%	97
2017 Q2	$646K	Hold	3,995	–	–	0.11%	98
2017 Q1	$687K	Hold	3,995	–	–	0.12%	96
2016 Q4	$710K	Hold	3,995	–	–	0.13%	96
2016 Q3	$827K	Hold	3,995	–	–	0.16%	85
2016 Q2	$867K	Hold	3,995	–	–	0.16%	84
2016 Q1	$830K	Buy	3,995 +175	+5%	+$33.6K	0.16%	86
2015 Q4	$743K	Hold	3,820	–	–	0.15%	95
2015 Q3	$702K	Hold	3,820	–	–	0.15%	101
2015 Q2	$661K	Hold	3,820	–	–	0.12%	114
2015 Q1	$747K	Hold	3,820	–	–	0.14%	106
2014 Q4	$696K	Sell	3,820 -600	-14%	-$106K	0.12%	106
2014 Q3	$727K	Hold	4,420	–	–	0.14%	104
2014 Q2	$735K	Sell	4,420 -278	-6%	-$45.4K	0.16%	101
2014 Q1	$725K	Hold	4,698	–	–	0.17%	97
2013 Q4	$673K	Buy	4,698 +425	+10%	+$61.2K	0.16%	96
2013 Q3	$596K	Hold	4,273	–	–	0.16%	98
2013 Q2	$635K	Buy	+4,273	New	+$685K	0.17%	100

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Grassi Investment Management's SPG Position: Q2 2025 in Review

Grassi Investment Management reduced its Simon Property Group (SPG) stake by 5.6% in Q2 2025, selling an estimated $197K and leaving 20,798 shares worth $3.34M. The position accounts for 0.27% of the portfolio, ranked #56.

Grassi Investment Management first reported a position in SPG in Q2 2013 and has held it in 46 quarters since. The position peaked at $3.79M in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Grassi Investment Management held 20,798 shares of Simon Property Group worth $3.34M as of Q2 2025.
Grassi Investment Management sold 1,245 Simon Property Group shares in Q2 2025, an estimated $197K.
Simon Property Group made up 0.27% of Grassi Investment Management's portfolio in Q2 2025, its #56 holding.
Grassi Investment Management first reported a position in Simon Property Group in Q2 2013 and has held it in 46 quarters since.
Grassi Investment Management's Simon Property Group position peaked at $3.79M in Q4 2024.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.