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Sagard Holdings Management’s Simon Property Group SPG Stock Holding History

Sagard Holdings Management’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 		$19.7K Hold
105
– – 0.1% 62
2025
Q2 		$16.9K Buy
+105
New +$16.6K 0.05% 69

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sagard Holdings Management's SPG Position: Q3 2025 in Review

Sagard Holdings Management held its Simon Property Group (SPG) position steady in Q3 2025 at 105 shares worth $19.7K. The position accounts for 0.1% of the portfolio, ranked #62.

Sagard Holdings Management first reported a position in SPG in Q2 2025 and has held it in 2 quarters since. 1,219 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • Sagard Holdings Management held 105 shares of Simon Property Group worth $19.7K as of Q3 2025.
  • Sagard Holdings Management left its Simon Property Group share count unchanged in Q3 2025.
  • Simon Property Group made up 0.1% of Sagard Holdings Management's portfolio in Q3 2025, its #62 holding.
  • Sagard Holdings Management first reported a position in Simon Property Group in Q2 2025 and has held it in 2 quarters since.
  • 1,219 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.