Lee, Danner & Bass’s Simon Property Group SPG Stock Holding History

Lee, Danner & Bass’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	-21	Closed	-$3.62K	–	643
2024 Q4	$3.62K	Buy	+21	New	+$3.69K	﹤0.01%	626

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

Norges Bank Oslo, Norway $935B AUM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Lee, Danner & Bass's SPG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 21 shares — an estimated $3.62K sold.

Lee, Danner & Bass first reported a position in SPG in Q4 2024 and held it in 1 quarter. The position peaked at $3.62K in Q4 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

Lee, Danner & Bass reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 21 Simon Property Group shares in Q1 2025, an estimated $3.62K.
Lee, Danner & Bass first reported a position in Simon Property Group in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Simon Property Group position peaked at $3.62K in Q4 2024.
1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.