Prudent Man Advisors’s Simon Property Group SPG Stock Holding History

Prudent Man Advisors’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 Q3	–	Sell	-1,802	Closed	-$290K	–	179
2025 Q2	$290K	Buy	1,802 +21	+1%	+$3.32K	0.09%	141
2025 Q1	$296K	Hold	1,781	–	–	0.11%	136
2024 Q4	$307K	Sell	1,781 -185	-9%	-$32.5K	0.11%	133
2024 Q3	$332K	Hold	1,966	–	–	0.11%	133
2024 Q2	$298K	Buy	1,966 +105	+6%	+$15.5K	0.11%	133
2024 Q1	$291K	Sell	1,861 -1,409	-43%	-$207K	0.11%	135
2023 Q4	$466K	Sell	3,270 -27	-0.8%	-$3.26K	0.17%	121
2023 Q3	$356K	Hold	3,297	–	–	0.14%	130
2023 Q2	$381K	Hold	3,297	–	–	0.14%	129
2023 Q1	$369K	Hold	3,297	–	–	0.14%	128
2022 Q4	$387K	Buy	3,297 +350	+12%	+$38.9K	0.16%	127
2022 Q3	$264K	Buy	+2,947	New	+$301K	0.13%	132
2022 Q2	–	Sell	-1,794	Closed	-$236K	–	185
2022 Q1	$236K	Sell	1,794 -12	-0.7%	-$1.71K	0.1%	152
2021 Q4	$289K	Sell	1,806 -393	-18%	-$60K	0.11%	141
2021 Q3	$286K	Buy	+2,199	New	+$286K	0.11%	152

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Prudent Man Advisors's SPG Position: Q3 2025 in Review

Prudent Man Advisors sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 1,802 shares — an estimated $290K sold.

Prudent Man Advisors first reported a position in SPG in Q3 2021 and held it in 15 quarters. The position peaked at $466K in Q4 2023. 1,222 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

Prudent Man Advisors reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
Prudent Man Advisors sold 1,802 Simon Property Group shares in Q3 2025, an estimated $290K.
Prudent Man Advisors first reported a position in Simon Property Group in Q3 2021 and held it in 15 quarters.
Prudent Man Advisors's Simon Property Group position peaked at $466K in Q4 2023.
1,222 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.