Pathstone Holdings
SPG icon

Pathstone Holdings’s Simon Property Group SPG Stock Holding History

Pathstone Holdings’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
2026
Q1 		$8.48M Buy
45,468
+842
+2% +$161K 0.03% 390
2025
Q4 		$8.26M Sell
44,626
-158
-0.4% -$28.7K 0.03% 394
2025
Q3 		$8.4M Buy
44,784
+177
+0.4% +$30.6K 0.03% 399
2025
Q2 		$7.17M Sell
44,607
-441
-1% -$69.7K 0.03% 423
2025
Q1 		$7.48M Buy
45,048
+380
+0.9% +$66.4K 0.03% 427
2024
Q4 		$7.69M Buy
44,668
+962
+2% +$169K 0.03% 405
2024
Q3 		$7.39M Sell
43,706
-528
-1% -$83.6K 0.03% 430
2024
Q2 		$6.71M Buy
44,234
+379
+0.9% +$55.8K 0.03% 433
2024
Q1 		$6.86M Buy
43,855
+2,952
+7% +$433K 0.03% 423
2023
Q4 		$5.84M Buy
+40,903
New +$4.94M 0.03% 396

Other funds holding SPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Cohen & Steers
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