PFT
SPG icon

Providence First Trust’s Simon Property Group SPG Stock Holding History

Providence First Trust’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 		$269K Buy
1,444
+347
+32% +$66.2K 0.09% 167
2025
Q4 		$203K Buy
+1,097
New +$199K 0.07% 168
2025
Q1 		– Sell
-87
Closed -$15K – 176
2024
Q4 		$15K Buy
+87
New +$15.3K 0.01% 173
2021
Q1 		– Sell
-10,595
Closed -$904K – 95
2020
Q4 		$904K Buy
10,595
+5,744
+118% +$439K 0.46% 61
2020
Q3 		$314K Buy
+4,851
New +$318K 0.31% 70

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