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Sheaff Brock Investment Advisors’s Simon Property Group SPG Stock Holding History

Sheaff Brock Investment 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
2025
Q1 		$2.8M Sell
16,850
-266
-2% -$46.5K 0.26% 77
2024
Q4 		$2.95M Sell
17,116
-180
-1% -$31.6K 0.26% 79
2024
Q3 		$2.92M Buy
17,296
+530
+3% +$83.9K 0.26% 82
2024
Q2 		$2.55M Sell
16,766
-528
-3% -$77.8K 0.24% 86
2024
Q1 		$2.71M Sell
17,294
-560
-3% -$82.1K 0.17% 92
2023
Q4 		$2.55M Sell
17,854
-1,404
-7% -$170K 0.2% 88
2023
Q3 		$2.08M Buy
19,258
+45
+0.2% +$5.27K 0.19% 93
2023
Q2 		$2.22M Sell
19,213
-139
-0.7% -$15.1K 0.19% 96
2023
Q1 		$2.17M Buy
19,352
+58
+0.3% +$6.93K 0.2% 93
2022
Q4 		$2.27M Buy
19,294
+112
+0.6% +$12.4K 0.22% 81
2022
Q3 		$1.72M Buy
19,182
+616
+3% +$63K 0.19% 97
2022
Q2 		$1.76M Buy
18,566
+641
+4% +$73.5K 0.15% 95
2022
Q1 		$2.36M Buy
17,925
+560
+3% +$79.8K 0.16% 92
2021
Q4 		$2.77M Buy
17,365
+586
+3% +$89.4K 0.19% 88
2021
Q3 		$2.18M Buy
16,779
+441
+3% +$57.4K 0.16% 94
2021
Q2 		$2.13M Buy
16,338
+843
+5% +$105K 0.15% 94
2021
Q1 		$1.76M Sell
15,495
-1,819
-11% -$190K 0.14% 100
2020
Q4 		$1.48M Sell
17,314
-1,103
-6% -$84.2K 0.12% 105
2020
Q3 		$1.19M Buy
18,417
+1,657
+10% +$109K 0.11% 123
2020
Q2 		$1.15M Buy
16,760
+7,713
+85% +$484K 0.11% 107
2020
Q1 		$496K Buy
9,047
+3,081
+52% +$368K 0.07% 191
2019
Q4 		$889K Buy
5,966
+891
+18% +$134K 0.09% 165
2019
Q3 		$790K Buy
5,075
+511
+11% +$79.5K 0.09% 171
2019
Q2 		$729K Buy
4,564
+226
+5% +$38.9K 0.08% 188
2019
Q1 		$790K Buy
4,338
+185
+4% +$32.9K 0.1% 177
2018
Q4 		$698K Buy
4,153
+742
+22% +$133K 0.11% 171
2018
Q3 		$603K Buy
3,411
+107
+3% +$18.9K 0.06% 234
2018
Q2 		$562K Buy
3,304
+935
+39% +$149K 0.05% 235
2018
Q1 		$366K Buy
2,369
+749
+46% +$119K 0.04% 318
2017
Q4 		$278K Hold
1,620
– – 0.04% 369
2017
Q3 		$261K Sell
1,620
-18
-1% -$2.88K 0.03% 398
2017
Q2 		$265K Hold
1,638
– – 0.03% 420
2017
Q1 		$282K Sell
1,638
-50
-3% -$8.93K 0.04% 407
2016
Q4 		$300K Buy
1,688
+530
+46% +$98.4K 0.04% 402
2016
Q3 		$240K Hold
1,158
– – 0.03% 419
2016
Q2 		$251K Hold
1,158
– – 0.03% 422
2016
Q1 		$241K Hold
1,158
– – 0.03% 440
2015
Q4 		$225K Buy
+1,158
New +$224K 0.03% 479

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's SPG Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Simon Property Group (SPG) stake by 1.6% in Q1 2025, selling an estimated $46.5K and leaving 16,850 shares worth $2.8M. The position accounts for 0.26% of the portfolio, ranked #77.

Sheaff Brock Investment Advisors first reported a position in SPG in Q4 2015 and has held it in 38 quarters since. The position peaked at $2.95M in Q4 2024. 1,197 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • Sheaff Brock Investment Advisors held 16,850 shares of Simon Property Group worth $2.8M as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 266 Simon Property Group shares in Q1 2025, an estimated $46.5K.
  • Simon Property Group made up 0.26% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #77 holding.
  • Sheaff Brock Investment Advisors first reported a position in Simon Property Group in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Simon Property Group position peaked at $2.95M in Q4 2024.
  • 1,197 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.