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Legacy Advisors’s Simon Property Group SPG Stock Holding History

Legacy 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
2025
Q1 		– Sell
-1,460
Closed -$251K – 461
2024
Q4 		$251K Sell
1,460
-46
-3% -$8.07K 0.02% 341
2024
Q3 		$255K Buy
1,506
+101
+7% +$16K 0.03% 323
2024
Q2 		$213K Buy
1,405
+97
+7% +$14.3K 0.03% 310
2024
Q1 		$207K Buy
+1,308
New +$192K 0.03% 297
2019
Q3 		– Sell
-200
Closed -$32K – 292
2019
Q2 		$32K Hold
200
– – 0.02% 232
2019
Q1 		$36K Buy
+200
New +$35.5K 0.01% 240
2018
Q4 		– Sell
-200
Closed -$35K – 348
2018
Q3 		$35K Buy
+200
New +$35.4K 0.02% 262
2018
Q2 		– Sell
-43
Closed -$7K – 453
2018
Q1 		$7K Buy
+43
New +$6.84K 0.01% 291

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

Legacy Advisors's SPG Position: Q1 2025 in Review

Legacy Advisors sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 1,460 shares — an estimated $251K sold.

Legacy Advisors first reported a position in SPG in Q1 2018 and held it in 8 quarters. The position peaked at $255K in Q3 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • Legacy Advisors reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
  • Legacy Advisors sold 1,460 Simon Property Group shares in Q1 2025, an estimated $251K.
  • Legacy Advisors first reported a position in Simon Property Group in Q1 2018 and held it in 8 quarters.
  • Legacy Advisors's Simon Property Group position peaked at $255K in Q3 2024.
  • 1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.