Holocene Advisors
SPG icon

Holocene Advisors’s Simon Property Group SPG Stock Holding History

Holocene Advisors’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
2024
Q4 		– Sell
-11,255
Closed -$1.9M – 875
2024
Q3 		$1.9M Buy
+11,255
New +$1.78M 0.01% 548
2022
Q2 		– Sell
-319,190
Closed -$42M – 999
2022
Q1 		$42M Sell
319,190
-114,212
-26% -$16.3M 0.22% 138
2021
Q4 		$69.2M Sell
433,402
-146,912
-25% -$22.4M 0.36% 94
2021
Q3 		$75.4M Sell
580,314
-222,990
-28% -$29M 0.41% 78
2021
Q2 		$105M Buy
803,304
+338,948
+73% +$42.1M 0.59% 49
2021
Q1 		$52.8M Buy
464,356
+78,244
+20% +$8.16M 0.33% 100
2020
Q4 		$32.9M Buy
+386,112
New +$29.5M 0.21% 154
2018
Q2 		– Sell
-3,719
Closed -$574K – 724
2018
Q1 		$574K Buy
+3,719
New +$592K 0.01% 179

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Holocene Advisors's SPG Position: Q4 2024 in Review

Holocene Advisors sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 11,255 shares — an estimated $1.9M sold.

Holocene Advisors first reported a position in SPG in Q1 2018 and held it in 8 quarters. The position peaked at $105M in Q2 2021. 1,190 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

  • Holocene Advisors reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
  • Holocene Advisors sold 11,255 Simon Property Group shares in Q4 2024, an estimated $1.9M.
  • Holocene Advisors first reported a position in Simon Property Group in Q1 2018 and held it in 8 quarters.
  • Holocene Advisors's Simon Property Group position peaked at $105M in Q2 2021.
  • 1,190 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Holocene Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.