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SPG icon

TOBAM’s Simon Property Group SPG Stock Holding History

TOBAM’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
-417
Closed -$72K – 323
2024
Q4 		$72K Sell
417
-174
-29% -$30.5K 0.02% 261
2024
Q3 		$100K Hold
591
– – 0.02% 249
2024
Q2 		$90K Sell
591
-178
-23% -$26.2K 0.01% 253
2024
Q1 		$120K Hold
769
– – 0.01% 283
2023
Q4 		$110K Hold
769
– – 0.01% 287
2023
Q3 		$83K Sell
769
-290
-27% -$34K 0.01% 300
2023
Q2 		$122K Hold
1,059
– – 0.01% 292
2023
Q1 		$119K Buy
1,059
+339
+47% +$40.5K 0.01% 283
2022
Q4 		$85K Sell
720
-542
-43% -$60.2K 0.01% 320
2022
Q3 		$113K Sell
1,262
-315
-20% -$32.2K 0.01% 264
2022
Q2 		$150K Hold
1,577
– – 0.01% 268
2022
Q1 		$207K Sell
1,577
-424
-21% -$60.4K 0.01% 228
2021
Q4 		$320K Sell
2,001
-3,602
-64% -$550K 0.01% 165
2021
Q3 		$728K Sell
5,603
-40,038
-88% -$5.21M 0.03% 128
2021
Q2 		$5.96M Sell
45,641
-133,136
-74% -$16.5M 0.24% 83
2021
Q1 		$20.3M Sell
178,777
-102,961
-37% -$10.7M 0.86% 48
2020
Q4 		$24M Buy
281,738
+167,951
+148% +$12.8M 1.07% 33
2020
Q3 		$7.36M Buy
+113,787
New +$7.46M 0.37% 68

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TOBAM's SPG Position: Q1 2025 in Review

TOBAM sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 417 shares — an estimated $72K sold.

TOBAM first reported a position in SPG in Q3 2020 and held it in 18 quarters. The position peaked at $24M in Q4 2020. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • TOBAM reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
  • TOBAM sold 417 Simon Property Group shares in Q1 2025, an estimated $72K.
  • TOBAM first reported a position in Simon Property Group in Q3 2020 and held it in 18 quarters.
  • TOBAM's Simon Property Group position peaked at $24M in Q4 2020.
  • 1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on TOBAM's 13F filing for Q1 2025, filed 16 Apr 2025.