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Morningstar Investment Services’s Simon Property Group SPG Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-1,651
Closed -$277K – 352
2024
Q3 		$277K Buy
1,651
+80
+5% +$12.7K ﹤0.01% 355
2024
Q2 		$235K Buy
1,571
+119
+8% +$17.5K ﹤0.01% 350
2024
Q1 		$224K Sell
1,452
-1,028
-41% -$151K ﹤0.01% 328
2023
Q4 		$358K Buy
+2,480
New +$300K ﹤0.01% 325

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morningstar Investment Services's SPG Position: Q4 2024 in Review

Morningstar Investment Services sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 1,651 shares — an estimated $277K sold.

Morningstar Investment Services first reported a position in SPG in Q4 2023 and held it in 4 quarters. The position peaked at $358K in Q4 2023. 1,191 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

  • Morningstar Investment Services reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 1,651 Simon Property Group shares in Q4 2024, an estimated $277K.
  • Morningstar Investment Services first reported a position in Simon Property Group in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's Simon Property Group position peaked at $358K in Q4 2023.
  • 1,191 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.