SPA
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Sherbrooke Park Advisers’s Simon Property Group SPG Stock Holding History

Sherbrooke Park Advisers’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
2024
Q4 		– Sell
-1,208
Closed -$204K – 1132
2024
Q3 		$204K Sell
1,208
-2,227
-65% -$353K 0.05% 751
2024
Q2 		$521K Buy
+3,435
New +$506K 0.09% 392

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sherbrooke Park Advisers's SPG Position: Q4 2024 in Review

Sherbrooke Park Advisers sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 1,208 shares — an estimated $204K sold.

Sherbrooke Park Advisers first reported a position in SPG in Q2 2024 and held it in 2 quarters. The position peaked at $521K in Q2 2024. 1,190 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

  • Sherbrooke Park Advisers reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 1,208 Simon Property Group shares in Q4 2024, an estimated $204K.
  • Sherbrooke Park Advisers first reported a position in Simon Property Group in Q2 2024 and held it in 2 quarters.
  • Sherbrooke Park Advisers's Simon Property Group position peaked at $521K in Q2 2024.
  • 1,190 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.