Unigestion Holding’s Simon Property Group SPG Stock Holding History

Unigestion Holding’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	$5.63M	Sell	33,918 -3,876	-10%	-$677K	0.33%	68
2024 Q4	$6.51M	Buy	37,794 +33,919	+875%	+$5.95M	0.37%	69
2024 Q3	$655K	Buy	+3,875	New	+$614K	0.03%	124
2020 Q2	–	Sell	-15,610	Closed	-$856K	–	263
2020 Q1	$856K	Buy	+15,610	New	+$1.87M	0.03%	170
2019 Q3	–	Sell	-264,190	Closed	-$42.2M	–	262
2019 Q2	$42.2M	Buy	264,190 +30,973	+13%	+$5.33M	1.13%	33
2019 Q1	$42.5M	Buy	233,217 +15,517	+7%	+$2.76M	1.14%	30
2018 Q4	$36.6M	Buy	217,700 +33,677	+18%	+$6.02M	0.92%	36
2018 Q3	$32.5M	Buy	+184,023	New	+$32.6M	0.69%	53

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

Unigestion Holding's SPG Position: Q1 2025 in Review

Unigestion Holding reduced its Simon Property Group (SPG) stake by 10% in Q1 2025, selling an estimated $677K and leaving 33,918 shares worth $5.63M. The position accounts for 0.33% of the portfolio, ranked #68.

Unigestion Holding first reported a position in SPG in Q3 2018 and has held it in 8 quarters since. The position peaked at $42.5M in Q1 2019. 1,197 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

Unigestion Holding held 33,918 shares of Simon Property Group worth $5.63M as of Q1 2025.
Unigestion Holding sold 3,876 Simon Property Group shares in Q1 2025, an estimated $677K.
Simon Property Group made up 0.33% of Unigestion Holding's portfolio in Q1 2025, its #68 holding.
Unigestion Holding first reported a position in Simon Property Group in Q3 2018 and has held it in 8 quarters since.
Unigestion Holding's Simon Property Group position peaked at $42.5M in Q1 2019.
1,197 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.