Parnassus Investments’s Simon Property Group SPG Stock Holding History

Parnassus Investments’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 Q2	–	Sell	-670,528	Closed	-$111M	–	157
2025 Q1	$111M	Sell	670,528 -48,326	-7%	-$8.45M	0.27%	53
2024 Q4	$124M	Hold	718,854	–	–	0.28%	51
2024 Q3	$122M	Buy	718,854 +8,619	+1%	+$1.36M	0.26%	52
2024 Q2	$108M	Sell	710,235 -67,235	-9%	-$9.9M	0.23%	57
2024 Q1	$122M	Sell	777,470 -136,345	-15%	-$20M	0.26%	54
2023 Q4	$130M	Hold	913,815	–	–	0.29%	64
2023 Q3	$98.7M	Hold	913,815	–	–	0.24%	74
2023 Q2	$106M	Hold	913,815	–	–	0.25%	78
2023 Q1	$102M	Hold	913,815	–	–	0.25%	77
2022 Q4	$107M	Hold	913,815	–	–	0.27%	79
2022 Q3	$82M	Hold	913,815	–	–	0.21%	80
2022 Q2	$86.7M	Hold	913,815	–	–	0.21%	89
2022 Q1	$120M	Hold	913,815	–	–	0.24%	87
2021 Q4	$146M	Hold	913,815	–	–	0.28%	73
2021 Q3	$119M	Hold	913,815	–	–	0.25%	81
2021 Q2	$119M	Buy	+913,815	New	+$114M	0.26%	87

Other funds holding SPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parnassus Investments's SPG Position: Q2 2025 in Review

Parnassus Investments sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 670,528 shares — an estimated $111M sold.

Parnassus Investments first reported a position in SPG in Q2 2021 and held it in 16 quarters. The position peaked at $146M in Q4 2021. 1,211 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Parnassus Investments reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Parnassus Investments sold 670,528 Simon Property Group shares in Q2 2025, an estimated $111M.
Parnassus Investments first reported a position in Simon Property Group in Q2 2021 and held it in 16 quarters.
Parnassus Investments's Simon Property Group position peaked at $146M in Q4 2021.
1,211 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Parnassus Investments's 13F filing for Q2 2025, filed 6 Aug 2025.