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Indie Asset Partners’s Simon Property Group SPG Stock Holding History

Indie Asset 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
Q1 		– Sell
-1,908
Closed -$329K – 115
2024
Q4 		$329K Buy
1,908
+9
+0.5% +$1.58K 0.26% 65
2024
Q3 		$321K Buy
1,899
+8
+0.4% +$1.27K 0.24% 68
2024
Q2 		$287K Buy
1,891
+429
+29% +$63.2K 0.23% 72
2024
Q1 		$229K Buy
1,462
+39
+3% +$5.72K 0.2% 76
2023
Q4 		$203K Buy
+1,423
New +$172K 0.18% 78
2022
Q2 		– Sell
-1,573
Closed -$207K – 123
2022
Q1 		$207K Buy
1,573
+35
+2% +$4.99K 0.16% 121
2021
Q4 		$246K Buy
+1,538
New +$235K 0.18% 113
2021
Q3 		– Sell
-1,538
Closed -$201K – 131
2021
Q2 		$201K Buy
+1,538
New +$191K 0.16% 122
2020
Q1 		– Sell
-1,538
Closed -$229K – 96
2019
Q4 		$229K Buy
+1,538
New +$231K 0.24% 76

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Indie Asset Partners's SPG Position: Q1 2025 in Review

Indie Asset Partners sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 1,908 shares — an estimated $329K sold.

Indie Asset Partners first reported a position in SPG in Q4 2019 and held it in 9 quarters. The position peaked at $329K in Q4 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • Indie Asset Partners reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
  • Indie Asset Partners sold 1,908 Simon Property Group shares in Q1 2025, an estimated $329K.
  • Indie Asset Partners first reported a position in Simon Property Group in Q4 2019 and held it in 9 quarters.
  • Indie Asset Partners's Simon Property Group position peaked at $329K in Q4 2024.
  • 1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Indie Asset Partners's 13F filing for Q1 2025, filed 7 May 2025.