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Van Hulzen Asset Management’s Simon Property Group SPG Stock Holding History

Van Hulzen Asset Management’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
-130
Closed -$22.4K – 985
2024
Q4 		$22.4K Buy
+130
New +$22.8K ﹤0.01% 662

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Van Hulzen Asset Management's SPG Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 130 shares — an estimated $22.4K sold.

Van Hulzen Asset Management first reported a position in SPG in Q4 2024 and held it in 1 quarter. The position peaked at $22.4K in Q4 2024. 1,200 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 130 Simon Property Group shares in Q1 2025, an estimated $22.4K.
  • Van Hulzen Asset Management first reported a position in Simon Property Group in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Simon Property Group position peaked at $22.4K in Q4 2024.
  • 1,200 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.