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Operose Advisors’s Simon Property Group SPG Stock Holding History

Operose 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
2024
Q4 		– Sell
-100
Closed -$16.9K – 610
2024
Q3 		$16.9K Sell
100
-110
-52% -$17.4K 0.01% 420
2024
Q2 		$31.9K Hold
210
– – 0.01% 290
2024
Q1 		$32.9K Hold
210
– – 0.01% 300
2023
Q4 		$30K Sell
210
-675
-76% -$81.6K 0.01% 291
2023
Q3 		$95.6K Buy
885
+775
+705% +$90.8K 0.04% 218
2023
Q2 		$12.7K Hold
110
– – 0.01% 260
2023
Q1 		$12.3K Hold
110
– – 0.01% 255
2022
Q4 		$12.9K Hold
110
– – 0.01% 257
2022
Q3 		$10K Hold
110
– – 0.01% 264
2022
Q2 		$10K Hold
110
– – 0.01% 238
2022
Q1 		$14K Buy
+110
New +$15.7K 0.01% 239

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
Norges Bank
Norges Bank Oslo, Norway $935B 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

Operose Advisors's SPG Position: Q4 2024 in Review

Operose Advisors sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 100 shares — an estimated $16.9K sold.

Operose Advisors first reported a position in SPG in Q1 2022 and held it in 11 quarters. The position peaked at $95.6K in Q3 2023. 1,190 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

  • Operose Advisors reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
  • Operose Advisors sold 100 Simon Property Group shares in Q4 2024, an estimated $16.9K.
  • Operose Advisors first reported a position in Simon Property Group in Q1 2022 and held it in 11 quarters.
  • Operose Advisors's Simon Property Group position peaked at $95.6K in Q3 2023.
  • 1,190 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Operose Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.