RS Crum Inc’s Simon Property Group SPG Stock Holding History

RS Crum Inc’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	$695K	Hold	3,726	–	–	0.13%	47
2025 Q4	$690K	Hold	3,726	–	–	0.14%	47
2025 Q3	$699K	Hold	3,726	–	–	0.16%	43
2025 Q2	$599K	Buy	3,726 +4	+0.1%	+$632	0.14%	46
2025 Q1	$618K	Hold	3,722	–	–	0.17%	44
2024 Q4	$641K	Sell	3,722 -1	-0%	-$176	0.16%	41
2024 Q3	$629K	Sell	3,723 -1	-0%	-$158	0.15%	43
2024 Q2	$565K	Buy	3,724 +15	+0.4%	+$2.21K	0.15%	43
2024 Q1	$580K	Hold	3,709	–	–	0.16%	42
2023 Q4	$529K	Hold	3,709	–	–	0.16%	42
2023 Q3	$401K	Hold	3,709	–	–	0.14%	50
2023 Q2	$428K	Hold	3,709	–	–	0.15%	48
2023 Q1	$415K	Hold	3,709	–	–	0.16%	49
2022 Q4	$436K	Hold	3,709	–	–	0.2%	49
2022 Q3	$333K	Hold	3,709	–	–	0.17%	51
2022 Q2	$352K	Hold	3,709	–	–	0.18%	52
2022 Q1	$488K	Hold	3,709	–	–	0.28%	46
2021 Q4	$593K	Buy	+3,709	New	+$566K	0.33%	38

Other funds holding SPG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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