LC
SPG icon

Lindbrook Capital’s Simon Property Group SPG Stock Holding History

Lindbrook Capital’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 		$290K Sell
1,744
-600
-26% -$105K 0.03% 320
2024
Q4 		$404K Buy
2,344
+16
+0.7% +$2.81K 0.04% 255
2024
Q3 		$393K Buy
2,328
+602
+35% +$95.3K 0.03% 261
2024
Q2 		$262K Buy
1,726
+44
+3% +$6.48K 0.02% 305
2024
Q1 		$263K Buy
1,682
+33
+2% +$4.84K 0.02% 307
2023
Q4 		$235K Buy
1,649
+109
+7% +$13.2K 0.02% 317
2023
Q3 		$166K Buy
1,540
+418
+37% +$49K 0.02% 358
2023
Q2 		$130K Sell
1,122
-30
-3% -$3.27K 0.01% 424
2023
Q1 		$129K Buy
1,152
+88
+8% +$10.5K 0.02% 413
2022
Q4 		$125K Buy
1,064
+122
+13% +$13.6K 0.02% 438
2022
Q3 		$85K Sell
942
-639
-40% -$65.4K 0.01% 486
2022
Q2 		$150K Buy
1,581
+294
+23% +$33.7K 0.02% 349
2022
Q1 		$169K Buy
1,287
+21
+2% +$2.99K 0.03% 328
2021
Q4 		$202K Buy
1,266
+543
+75% +$82.9K 0.03% 302
2021
Q3 		$94K Buy
723
+26
+4% +$3.38K 0.02% 277
2021
Q2 		$91K Hold
697
– – 0.02% 308
2021
Q1 		$79K Buy
697
+15
+2% +$1.56K 0.02% 322
2020
Q4 		$58K Buy
682
+102
+18% +$7.79K 0.01% 361
2020
Q3 		$38K Buy
580
+162
+39% +$10.6K 0.01% 426
2020
Q2 		$29K Buy
418
+26
+7% +$1.63K 0.01% 499
2020
Q1 		$22K Buy
392
+287
+273% +$34.3K 0.01% 517
2019
Q4 		$16K Sell
105
-55
-34% -$8.25K 0.01% 804
2019
Q3 		$25K Sell
160
-95
-37% -$14.8K 0.01% 641
2019
Q2 		$40K Buy
255
+43
+20% +$7.41K 0.02% 486
2019
Q1 		$38K Hold
212
– – 0.02% 501
2018
Q4 		$35K Buy
+212
New +$37.9K 0.02% 453

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's SPG Position: Q1 2025 in Review

Lindbrook Capital reduced its Simon Property Group (SPG) stake by 26% in Q1 2025, selling an estimated $105K and leaving 1,744 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #320.

Lindbrook Capital first reported a position in SPG in Q4 2018 and has held it in 26 quarters since. The position peaked at $404K in Q4 2024. 1,197 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • Lindbrook Capital held 1,744 shares of Simon Property Group worth $290K as of Q1 2025.
  • Lindbrook Capital sold 600 Simon Property Group shares in Q1 2025, an estimated $105K.
  • Simon Property Group made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #320 holding.
  • Lindbrook Capital first reported a position in Simon Property Group in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Simon Property Group position peaked at $404K in Q4 2024.
  • 1,197 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.