Valley Forge Investment Consultants’s Simon Property Group SPG Stock Holding History

Valley Forge Investment Consultants’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
2024 Q2	–	Sell	-1,879	Closed	-$294K	–	88
2024 Q1	$294K	Hold	1,879	–	–	0.11%	61
2023 Q4	$268K	Hold	1,879	–	–	0.12%	57
2023 Q3	$203K	Hold	1,879	–	–	0.09%	66
2023 Q2	$217K	Hold	1,879	–	–	0.11%	55
2023 Q1	$210K	Hold	1,879	–	–	0.11%	57
2022 Q4	$221K	Buy	+1,879	New	+$209K	0.12%	63
2022 Q2	–	Sell	-1,879	Closed	-$247K	–	88
2022 Q1	$247K	Hold	1,879	–	–	0.1%	65
2021 Q4	$300K	Hold	1,879	–	–	0.13%	55
2021 Q3	$244K	Buy	+1,879	New	+$245K	0.13%	60

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

Norges Bank Oslo, Norway $935B AUM

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valley Forge Investment Consultants's SPG Position: Q2 2024 in Review

Valley Forge Investment Consultants sold out of Simon Property Group (SPG) in Q2 2024, closing a stake of 1,879 shares — an estimated $294K sold.

Valley Forge Investment Consultants first reported a position in SPG in Q3 2021 and held it in 9 quarters. The position peaked at $300K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold SPG as of Q2 2024.

Valley Forge Investment Consultants reported no remaining Simon Property Group position as of Q2 2024 after selling out during the quarter.
Valley Forge Investment Consultants sold 1,879 Simon Property Group shares in Q2 2024, an estimated $294K.
Valley Forge Investment Consultants first reported a position in Simon Property Group in Q3 2021 and held it in 9 quarters.
Valley Forge Investment Consultants's Simon Property Group position peaked at $300K in Q4 2021.
1,100 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2024.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2024, filed 9 Aug 2024.