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Inspire Advisors’s
Simon Property Group
SPG
Stock Holding History
Inspire 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
2026
Q1
$732K
Buy
3,924
+124
+3%
+$23.6K
0.06%
255
2025
Q4
$703K
Sell
3,800
-214
-5%
-$38.9K
0.06%
227
2025
Q3
$753K
Buy
4,014
+229
+6%
+$39.5K
0.07%
205
2025
Q2
$608K
Buy
3,785
+295
+8%
+$46.6K
0.06%
255
2025
Q1
$580K
Sell
3,490
-620
-15%
-$108K
0.07%
218
2024
Q4
$708K
Sell
4,110
-8
-0.2%
-$1.4K
0.09%
154
2024
Q3
$696K
Buy
4,118
+65
+2%
+$10.3K
0.08%
156
2024
Q2
$615K
Sell
4,053
-73
-2%
-$10.8K
0.08%
156
2024
Q1
$646K
Buy
4,126
+70
+2%
+$10.3K
0.09%
153
2023
Q4
$579K
Buy
4,056
+1,133
+39%
+$137K
0.09%
151
2023
Q3
$316K
Buy
2,923
+12
+0.4%
+$1.41K
0.06%
197
2023
Q2
$336K
Buy
2,911
+528
+22%
+$57.5K
0.06%
144
2023
Q1
$267K
Buy
2,383
+127
+6%
+$15.2K
0.06%
138
2022
Q4
$265K
Sell
2,256
-443
-16%
-$49.2K
0.07%
116
2022
Q3
$242K
Buy
2,699
+460
+21%
+$47.1K
0.07%
89
2022
Q2
$212K
Buy
2,239
+621
+38%
+$71.2K
0.06%
83
2022
Q1
$213K
Buy
+1,618
New
+$231K
0.06%
86
2021
Q1
–
Sell
-1,269
Closed
-$108K
–
626
2020
Q4
$108K
Buy
+1,269
New
+$96.9K
0.04%
113
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1-Year Est. Return
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$1.91T AUM
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$2.9T AUM
29.55%
1-Year Est. Return
VCM
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$4.04T AUM
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Cohen & Steers
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$57.6B AUM
8.03%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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