Verus Capital Partners’s Simon Property Group SPG Stock Holding History

Verus Capital Partners’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 Q3	–	Sell	-1,320	Closed	-$200K	–	381
2024 Q2	$200K	Sell	1,320 -69	-5%	-$10.2K	0.02%	330
2024 Q1	$217K	Sell	1,389 -183	-12%	-$26.8K	0.02%	323
2023 Q4	$224K	Buy	+1,572	New	+$190K	0.03%	285
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	1429
2019 Q4	$4K	Buy	+26	New	+$3.9K	﹤0.01%	1347

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

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

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

Verus Capital Partners's SPG Position: Q3 2024 in Review

Verus Capital Partners sold out of Simon Property Group (SPG) in Q3 2024, closing a stake of 1,320 shares — an estimated $200K sold.

Verus Capital Partners first reported a position in SPG in Q4 2019 and held it in 5 quarters. The position peaked at $224K in Q4 2023. 1,128 funds tracked by Wall St. Rank hold SPG as of Q3 2024.

Verus Capital Partners reported no remaining Simon Property Group position as of Q3 2024 after selling out during the quarter.
Verus Capital Partners sold 1,320 Simon Property Group shares in Q3 2024, an estimated $200K.
Verus Capital Partners first reported a position in Simon Property Group in Q4 2019 and held it in 5 quarters.
Verus Capital Partners's Simon Property Group position peaked at $224K in Q4 2023.
1,128 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2024.

Based on Verus Capital Partners's 13F filing for Q3 2024, filed 4 Nov 2024.