RFG Advisory’s Simon Property Group SPG Stock Holding History

RFG Advisory’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	-7,675	Closed	-$1.27M	–	974
2025 Q1	$1.27M	Buy	+7,675	New	+$1.34M	0.03%	355
2023 Q1	–	Sell	-1,798	Closed	-$233K	–	659
2022 Q4	$233K	Sell	1,798 -553	-24%	-$61.5K	0.01%	559
2022 Q3	$271K	Sell	2,351 -792	-25%	-$81K	0.02%	511
2022 Q2	$335K	Sell	3,143 -215	-6%	-$24.6K	0.02%	446
2022 Q1	$442K	Buy	+3,358	New	+$478K	0.03%	350
2018 Q1	–	Sell	-1,184	Closed	-$200K	–	204
2017 Q4	$200K	Buy	+1,184	New	+$192K	0.09%	175
2017 Q2	–	Sell	-1,286	Closed	-$219K	–	139
2017 Q1	$219K	Buy	+1,286	New	+$230K	0.17%	128

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

RFG Advisory's SPG Position: Q2 2025 in Review

RFG Advisory sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 7,675 shares — an estimated $1.27M sold.

RFG Advisory first reported a position in SPG in Q1 2017 and held it in 7 quarters. The position peaked at $1.27M in Q1 2025. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

RFG Advisory reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
RFG Advisory sold 7,675 Simon Property Group shares in Q2 2025, an estimated $1.27M.
RFG Advisory first reported a position in Simon Property Group in Q1 2017 and held it in 7 quarters.
RFG Advisory's Simon Property Group position peaked at $1.27M in Q1 2025.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on RFG Advisory's 13F filing for Q2 2025, filed 28 Jul 2025.