USA Financial Formulas’s Simon Property Group SPG Stock Holding History

USA Financial Formulas’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	-4,317	Closed	-$717K	–	341
2025 Q1	$717K	Buy	+4,317	New	+$755K	0.12%	73
2023 Q4	–	Sell	-9	Closed	-$972	–	522
2023 Q3	$972	Hold	9	–	–	﹤0.01%	400
2023 Q2	$1.04K	Hold	9	–	–	﹤0.01%	368
2023 Q1	$1.01K	Buy	+9	New	+$1.07K	﹤0.01%	297
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	274
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	300
2022 Q1	$1K	Sell	9 -8,648	-100%	-$1.23M	﹤0.01%	332
2021 Q4	$1.38M	Sell	8,657 -34	-0.4%	-$5.19K	1.19%	47
2021 Q3	$1.13M	Buy	8,691 +1,688	+24%	+$220K	1.01%	23
2021 Q2	$914K	Buy	+7,003	New	+$870K	0.77%	67
2019 Q1	–	Sell	-1,862	Closed	-$329K	–	309
2018 Q4	$329K	Buy	+1,862	New	+$333K	0.08%	209
2016 Q4	–	Sell	-3,865	Closed	-$800K	–	337
2016 Q3	$800K	Buy	+3,865	New	+$838K	0.21%	105
2015 Q2	–	Sell	-5,292	Closed	-$1.03M	–	273
2015 Q1	$1.03M	Sell	5,292 -10,588	-67%	-$2.05M	0.34%	71
2014 Q4	$2.89M	Buy	+15,880	New	+$2.82M	0.99%	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

USA Financial Formulas's SPG Position: Q2 2025 in Review

USA Financial Formulas sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 4,317 shares — an estimated $717K sold.

USA Financial Formulas first reported a position in SPG in Q4 2014 and held it in 14 quarters. The position peaked at $2.89M in Q4 2014. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

USA Financial Formulas reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
USA Financial Formulas sold 4,317 Simon Property Group shares in Q2 2025, an estimated $717K.
USA Financial Formulas first reported a position in Simon Property Group in Q4 2014 and held it in 14 quarters.
USA Financial Formulas's Simon Property Group position peaked at $2.89M in Q4 2014.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.