Synergy Asset Management’s Simon Property Group SPG Stock Holding History

Synergy Asset 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 Q1	–	Sell	-242	Closed	-$40.9K	–	732
2024 Q4	$40.9K	Buy	+242	New	+$42.5K	﹤0.01%	295
2022 Q3	–	Sell	-6,442	Closed	-$612K	–	135
2022 Q2	$612K	Sell	6,442 -47,463	-88%	-$5.44M	0.16%	68
2022 Q1	$7.09M	Buy	+53,905	New	+$7.68M	1.71%	19

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Asset Management's SPG Position: Q1 2025 in Review

Synergy Asset Management sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 242 shares — an estimated $40.9K sold.

Synergy Asset Management first reported a position in SPG in Q1 2022 and held it in 3 quarters. The position peaked at $7.09M in Q1 2022. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

Synergy Asset Management reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 242 Simon Property Group shares in Q1 2025, an estimated $40.9K.
Synergy Asset Management first reported a position in Simon Property Group in Q1 2022 and held it in 3 quarters.
Synergy Asset Management's Simon Property Group position peaked at $7.09M in Q1 2022.
1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.