SA
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SAM Advisors’s Simon Property Group SPG Stock Holding History

SAM 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
2026
Q1 		$4.11M Buy
22,016
+278
+1% +$53K 1.29% 16
2025
Q4 		$4.02M Buy
21,738
+7
+0% +$1.27K 1.27% 17
2025
Q3 		$4.08M Buy
21,731
+89
+0.4% +$15.4K 1.31% 16
2025
Q2 		$3.48M Buy
21,642
+675
+3% +$107K 1.2% 17
2025
Q1 		$3.48M Sell
20,967
-548
-3% -$95.8K 1.3% 17
2024
Q4 		$3.71M Sell
21,515
-454
-2% -$79.7K 1.34% 14
2024
Q3 		$3.71M Sell
21,969
-408
-2% -$64.6K 1.36% 15
2024
Q2 		$3.4M Sell
22,377
-216
-1% -$31.8K 1.23% 17
2024
Q1 		$3.54M Buy
+22,593
New +$3.31M 1.29% 16
2023
Q4 		– Sell
-23,258
Closed -$2.51M – 37
2023
Q3 		$2.51M Sell
23,258
-265
-1% -$31K 1.09% 20
2023
Q2 		$2.72M Buy
23,523
+1,832
+8% +$200K 1.13% 21
2023
Q1 		$2.43M Sell
21,691
-1,507
-6% -$180K 1.09% 20
2022
Q4 		$2.73M Sell
23,198
-746
-3% -$82.9K 1.2% 17
2022
Q3 		$2.15M Buy
23,944
+3,382
+16% +$346K 1.05% 23
2022
Q2 		$1.97M Buy
20,562
+1,251
+6% +$143K 0.99% 22
2022
Q1 		$2.54M Buy
19,311
+825
+4% +$118K 1.1% 21
2021
Q4 		$2.96M Sell
18,486
-10,611
-36% -$1.62M 1.35% 17
2021
Q3 		$3.83M Buy
+29,097
New +$3.79M 1.86% 10

Other funds holding SPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
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