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

Putney 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
Q3 		– Sell
-75
Closed -$12.1K – 246
2025
Q2 		$12.1K Hold
75
– – 0.01% 209
2025
Q1 		$12.5K Hold
75
– – 0.01% 189
2024
Q4 		$12.9K Buy
+75
New +$13.2K 0.01% 205

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Putney Financial Group's SPG Position: Q3 2025 in Review

Putney Financial Group sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 75 shares — an estimated $12.1K sold.

Putney Financial Group first reported a position in SPG in Q4 2024 and held it in 3 quarters. The position peaked at $12.9K in Q4 2024. 1,222 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • Putney Financial Group reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 75 Simon Property Group shares in Q3 2025, an estimated $12.1K.
  • Putney Financial Group first reported a position in Simon Property Group in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Simon Property Group position peaked at $12.9K in Q4 2024.
  • 1,222 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.