PSI Advisors’s Simon Property Group SPG Stock Holding History

PSI 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 Q2	–	Sell	-244	Closed	-$40.5K	–	603
2025 Q1	$40.5K	Hold	244	–	–	0.01%	264
2024 Q4	$42K	Hold	244	–	–	0.01%	300
2024 Q3	$41.2K	Hold	244	–	–	0.01%	300
2024 Q2	$37K	Hold	244	–	–	0.01%	301
2024 Q1	$38.2K	Hold	244	–	–	0.01%	294
2023 Q4	$34.8K	Hold	244	–	–	0.01%	316
2023 Q3	$26.4K	Sell	244 -11	-4%	-$1.29K	0.01%	341
2023 Q2	$29.4K	Buy	+255	New	+$27.8K	0.01%	323

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

PSI Advisors's SPG Position: Q2 2025 in Review

PSI Advisors sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 244 shares — an estimated $40.5K sold.

PSI Advisors first reported a position in SPG in Q2 2023 and held it in 8 quarters. The position peaked at $42K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

PSI Advisors reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 244 Simon Property Group shares in Q2 2025, an estimated $40.5K.
PSI Advisors first reported a position in Simon Property Group in Q2 2023 and held it in 8 quarters.
PSI Advisors's Simon Property Group position peaked at $42K in Q4 2024.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.