PAX Financial Group’s Simon Property Group SPG Stock Holding History

PAX Financial Group’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	-1,429	Closed	-$237K	–	269
2025 Q1	$237K	Sell	1,429 -6	-0.4%	-$1.05K	0.04%	229
2024 Q4	$247K	Sell	1,435 -14	-1%	-$2.46K	0.04%	213
2024 Q3	$245K	Sell	1,449 -82	-5%	-$13K	0.04%	211
2024 Q2	$232K	Sell	1,531 -156	-9%	-$23K	0.05%	218
2024 Q1	$264K	Sell	1,687 -39	-2%	-$5.72K	0.05%	204
2023 Q4	$249K	Buy	+1,726	New	+$209K	0.05%	202
2023 Q1	–	Sell	-1,812	Closed	-$213K	–	218
2022 Q4	$213K	Buy	+1,812	New	+$201K	0.05%	197

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAX Financial Group's SPG Position: Q2 2025 in Review

PAX Financial Group sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 1,429 shares — an estimated $237K sold.

PAX Financial Group first reported a position in SPG in Q4 2022 and held it in 7 quarters. The position peaked at $264K in Q1 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

PAX Financial Group reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
PAX Financial Group sold 1,429 Simon Property Group shares in Q2 2025, an estimated $237K.
PAX Financial Group first reported a position in Simon Property Group in Q4 2022 and held it in 7 quarters.
PAX Financial Group's Simon Property Group position peaked at $264K in Q1 2024.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on PAX Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.