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Sustainable Insight Capital Management’s Simon Property Group SPG Stock Holding History

Sustainable Insight Capital Management’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
-2,859
Closed -$460K – 80
2025
Q2 		$460K Sell
2,859
-90
-3% -$14.2K 0.21% 50
2025
Q1 		$490K Buy
2,949
+200
+7% +$35K 0.24% 48
2024
Q4 		$473K Buy
+2,749
New +$482K 0.21% 43
2023
Q2 		– Sell
-2,774
Closed -$311K – 89
2023
Q1 		$311K Sell
2,774
-200
-7% -$23.9K 0.31% 59
2022
Q4 		$349K Sell
2,974
-1,900
-39% -$211K 0.39% 57
2022
Q3 		$437K Buy
4,874
+1,400
+40% +$143K 0.51% 50
2022
Q2 		$360K Buy
+3,474
New +$398K 0.36% 65
2022
Q1 		– Sell
-8,797
Closed -$1.41M – 139
2021
Q4 		$1.41M Buy
8,797
+1,717
+24% +$262K 0.75% 26
2021
Q3 		$920K Sell
7,080
-1,105
-14% -$144K 0.59% 33
2021
Q2 		$1.07M Buy
+8,185
New +$1.02M 0.63% 33
2020
Q1 		– Sell
-19,716
Closed -$2.94M – 81
2019
Q4 		$2.94M Sell
19,716
-1,512
-7% -$227K 3.03% 5
2019
Q3 		$3.3M Buy
21,228
+1,600
+8% +$249K 3.78% 11
2019
Q2 		$3.14M Buy
19,628
+10,000
+104% +$1.72M 3.65% 8
2019
Q1 		$1.75M Buy
+9,628
New +$1.71M 2.26% 19
2017
Q2 		– Sell
-3,400
Closed -$585K – 62
2017
Q1 		$585K Sell
3,400
-5,800
-63% -$1.04M 0.29% 42
2016
Q4 		$1.64M Buy
+9,200
New +$1.71M 0.84% 32

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

Sustainable Insight Capital Management's SPG Position: Q3 2025 in Review

Sustainable Insight Capital Management sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 2,859 shares — an estimated $460K sold.

Sustainable Insight Capital Management first reported a position in SPG in Q4 2016 and held it in 16 quarters. The position peaked at $3.3M in Q3 2019. 1,221 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • Sustainable Insight Capital Management reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 2,859 Simon Property Group shares in Q3 2025, an estimated $460K.
  • Sustainable Insight Capital Management first reported a position in Simon Property Group in Q4 2016 and held it in 16 quarters.
  • Sustainable Insight Capital Management's Simon Property Group position peaked at $3.3M in Q3 2019.
  • 1,221 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Sustainable Insight Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.