OPS
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Orion Portfolio Solutions’s Simon Property Group SPG Stock Holding History

Orion Portfolio Solutions’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 		$1.85M Buy
11,148
+622
+6% +$109K 0.02% 748
2024
Q4 		$1.81M Buy
10,526
+387
+4% +$67.9K 0.02% 754
2024
Q3 		$1.71M Buy
10,139
+1,192
+13% +$189K 0.02% 768
2024
Q2 		$1.36M Sell
8,947
-391
-4% -$57.6K 0.01% 832
2024
Q1 		$1.46M Buy
9,338
+121
+1% +$17.7K 0.02% 804
2023
Q4 		$1.31M Buy
9,217
+997
+12% +$121K 0.02% 824
2023
Q3 		$888K Sell
8,220
-201
-2% -$23.5K 0.01% 974
2023
Q2 		$973K Buy
8,421
+571
+7% +$62.2K 0.01% 968
2023
Q1 		$879K Buy
7,850
+4,480
+133% +$535K 0.01% 930
2022
Q4 		$396K Buy
3,370
+378
+13% +$42K 0.01% 567
2022
Q3 		$269K Buy
2,992
+475
+19% +$48.6K 0.01% 614
2022
Q2 		$239K Sell
2,517
-165
-6% -$18.9K 0.01% 611
2022
Q1 		$353K Buy
2,682
+276
+11% +$39.3K 0.01% 534
2021
Q4 		$384K Buy
2,406
+68
+3% +$10.4K 0.01% 505
2021
Q3 		$304K Buy
2,338
+229
+11% +$29.8K 0.01% 523
2021
Q2 		$275K Sell
2,109
-51
-2% -$6.34K 0.01% 512
2021
Q1 		$246K Buy
+2,160
New +$225K 0.01% 477
2020
Q3 		– Sell
-1,759
Closed -$120K – 1804
2020
Q2 		$120K Buy
1,759
+898
+104% +$56.3K 0.01% 508
2020
Q1 		$47K Buy
861
+342
+66% +$40.9K ﹤0.01% 605
2019
Q4 		$77K Buy
+519
New +$77.8K 0.01% 464

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
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

Orion Portfolio Solutions's SPG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Simon Property Group (SPG) stake by 5.9% in Q1 2025, buying an estimated $109K and bringing the position to 11,148 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #748.

Orion Portfolio Solutions first reported a position in SPG in Q4 2019 and has held it in 20 quarters since. 1,197 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • Orion Portfolio Solutions held 11,148 shares of Simon Property Group worth $1.85M as of Q1 2025.
  • Orion Portfolio Solutions bought 622 Simon Property Group shares in Q1 2025, an estimated $109K.
  • Simon Property Group made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #748 holding.
  • Orion Portfolio Solutions first reported a position in Simon Property Group in Q4 2019 and has held it in 20 quarters since.
  • 1,197 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.