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Sierra Ocean’s Simon Property Group SPG Stock Holding History

Sierra Ocean’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 		– Sell
-310
Closed -$50K – 817
2025
Q2 		$50K Buy
310
+6
+2% +$948 0.04% 188
2025
Q1 		$50.6K Sell
304
-6
-2% -$1.05K 0.04% 172
2024
Q4 		$53.5K Buy
+310
New +$54.4K 0.04% 162

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sierra Ocean's SPG Position: Q3 2025 in Review

Sierra Ocean sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 310 shares — an estimated $50K sold.

Sierra Ocean first reported a position in SPG in Q4 2024 and held it in 3 quarters. The position peaked at $53.5K in Q4 2024. 1,221 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • Sierra Ocean reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 310 Simon Property Group shares in Q3 2025, an estimated $50K.
  • Sierra Ocean first reported a position in Simon Property Group in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Simon Property Group position peaked at $53.5K in Q4 2024.
  • 1,221 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.