Trivant Custom Portfolio Group’s Simon Property Group SPG Stock Holding History

Trivant Custom Portfolio Group’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	-250	Closed	-$41.5K	–	192
2025 Q1	$41.5K	Hold	250	–	–	0.02%	105
2024 Q4	$43.1K	Hold	250	–	–	0.03%	88
2024 Q3	$42.3K	Buy	+250	New	+$39.6K	0.02%	89
2023 Q2	–	Sell	-23,394	Closed	-$2.62M	–	223
2023 Q1	$2.62M	Buy	+23,394	New	+$2.79M	1.87%	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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Trivant Custom Portfolio Group's SPG Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 250 shares — an estimated $41.5K sold.

Trivant Custom Portfolio Group first reported a position in SPG in Q1 2023 and held it in 4 quarters. The position peaked at $2.62M in Q1 2023. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Trivant Custom Portfolio Group reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Trivant Custom Portfolio Group sold 250 Simon Property Group shares in Q2 2025, an estimated $41.5K.
Trivant Custom Portfolio Group first reported a position in Simon Property Group in Q1 2023 and held it in 4 quarters.
Trivant Custom Portfolio Group's Simon Property Group position peaked at $2.62M in Q1 2023.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.