OneAscent Family Office’s Simon Property Group SPG Stock Holding History

OneAscent Family Office’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	-1,207	Closed	-$208K	–	122
2024 Q4	$208K	Buy	+1,207	New	+$212K	0.38%	77

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

OneAscent Family Office's SPG Position: Q1 2025 in Review

OneAscent Family Office sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 1,207 shares — an estimated $208K sold.

OneAscent Family Office first reported a position in SPG in Q4 2024 and held it in 1 quarter. The position peaked at $208K in Q4 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

OneAscent Family Office reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
OneAscent Family Office sold 1,207 Simon Property Group shares in Q1 2025, an estimated $208K.
OneAscent Family Office first reported a position in Simon Property Group in Q4 2024 and held it in 1 quarter.
OneAscent Family Office's Simon Property Group position peaked at $208K in Q4 2024.
1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on OneAscent Family Office's 13F filing for Q1 2025, filed 5 May 2025.