ORG Partners’s Simon Property Group SPG Stock Holding History

ORG Partners’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 Q4	$156K	Buy	845 +47	+6%	+$8.54K	0.03%	367
2025 Q3	$150K	Buy	798 +52	+7%	+$8.98K	0.03%	386
2025 Q2	$123K	Buy	746 +8	+1%	+$1.26K	0.03%	390
2025 Q1	$123K	Sell	738 -2,665	-78%	-$466K	0.03%	344
2024 Q4	$587K	Buy	3,403 +391	+13%	+$68.6K	0.08%	164
2024 Q3	$510K	Buy	3,012 +39	+1%	+$6.17K	0.08%	164
2024 Q2	$436K	Buy	+2,973	New	+$438K	0.05%	267
2023 Q4	–	Sell	-3,301	Closed	-$357K	–	1326
2023 Q3	$357K	Buy	3,301 +39	+1%	+$4.57K	0.11%	198
2023 Q2	$381K	Buy	+3,262	New	+$355K	0.06%	267

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM