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PFG Investments’s Simon Property Group SPG Stock Holding History

PFG 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
2026
Q1 		$437K Buy
2,341
+50
+2% +$9.54K 0.02% 668
2025
Q4 		$424K Buy
2,291
+94
+4% +$17.1K 0.02% 631
2025
Q3 		$412K Sell
2,197
-297
-12% -$51.3K 0.02% 623
2025
Q2 		$401K Sell
2,494
-488
-16% -$77.1K 0.02% 604
2025
Q1 		$495K Sell
2,982
-689
-19% -$120K 0.03% 501
2024
Q4 		$632K Sell
3,671
-5
-0.1% -$878 0.04% 406
2024
Q3 		$621K Buy
3,676
+329
+10% +$52.1K 0.04% 419
2024
Q2 		$508K Buy
3,347
+115
+4% +$16.9K 0.04% 441
2024
Q1 		$506K Buy
3,232
+1,171
+57% +$172K 0.03% 525
2023
Q4 		$294K Sell
2,061
-220
-10% -$26.6K 0.05% 356
2023
Q3 		$246K Sell
2,281
-84
-4% -$9.84K 0.05% 407
2023
Q2 		$273K Buy
2,365
+113
+5% +$12.3K 0.05% 387
2023
Q1 		$252K Buy
+2,252
New +$269K 0.05% 387

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