SA
SPG icon

Strategic Advisors’s Simon Property Group SPG Stock Holding History

Strategic 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
Q2 		– Sell
-1,215
Closed -$202K – 197
2025
Q1 		$202K Sell
1,215
-7
-0.6% -$1.22K 0.04% 179
2024
Q4 		$211K Sell
1,222
-146
-11% -$25.6K 0.04% 185
2024
Q3 		$231K Sell
1,368
-1,744
-56% -$276K 0.04% 188
2024
Q2 		$472K Sell
3,112
-3,756
-55% -$553K 0.09% 141
2024
Q1 		$1.07M Buy
6,868
+68
+1% +$9.97K 0.21% 93
2023
Q4 		$970K Hold
6,800
– – 0.18% 99
2023
Q3 		$735K Hold
6,800
– – 0.14% 120
2023
Q2 		$785K Buy
6,800
+300
+5% +$32.7K 0.15% 121
2023
Q1 		$728K Buy
6,500
+1,800
+38% +$215K 0.15% 116
2022
Q4 		$552K Buy
+4,700
New +$522K 0.12% 122

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Advisors's SPG Position: Q2 2025 in Review

Strategic Advisors sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 1,215 shares — an estimated $202K sold.

Strategic Advisors first reported a position in SPG in Q4 2022 and held it in 10 quarters. The position peaked at $1.07M in Q1 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

  • Strategic Advisors reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
  • Strategic Advisors sold 1,215 Simon Property Group shares in Q2 2025, an estimated $202K.
  • Strategic Advisors first reported a position in Simon Property Group in Q4 2022 and held it in 10 quarters.
  • Strategic Advisors's Simon Property Group position peaked at $1.07M in Q1 2024.
  • 1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Strategic Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.