Vestor Capital’s Simon Property Group SPG Stock Holding History

Vestor Capital’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
2026 Q1	$187K	Sell	1,000 -1,571	-61%	-$300K	0.01%	155
2025 Q4	$185K	Buy	2,571 +1,571	+157%	+$285K	0.01%	147
2025 Q3	$188K	Buy	1,000 +677	+210%	+$117K	0.01%	160
2025 Q2	$78K	Sell	323 -677	-68%	-$107K	0.01%	213
2025 Q1	$166K	Sell	1,000 -5	-0.5%	-$874	0.01%	150
2024 Q4	$173K	Buy	1,005 +5	+0.5%	+$878	0.01%	164
2024 Q3	$169K	Hold	1,000	–	–	0.01%	138
2024 Q2	$152K	Hold	1,000	–	–	0.01%	147
2024 Q1	$156K	Hold	1,000	–	–	0.01%	155
2023 Q4	$143K	Hold	1,000	–	–	0.01%	145
2023 Q3	$108K	Hold	1,000	–	–	0.01%	163
2023 Q2	$115K	Hold	1,000	–	–	0.01%	169
2023 Q1	$112K	Hold	1,000	–	–	0.01%	164
2022 Q4	$117K	Hold	1,000	–	–	0.01%	156
2022 Q3	$90K	Hold	1,000	–	–	0.01%	154
2022 Q2	$95K	Hold	1,000	–	–	0.01%	145
2022 Q1	$132K	Hold	1,000	–	–	0.01%	133
2021 Q4	$160K	Hold	1,000	–	–	0.02%	129
2021 Q3	$130K	Buy	+1,000	New	+$130K	0.01%	139
2019 Q2	–	Sell	-298	Closed	-$54K	–	150
2019 Q1	$54K	Buy	+298	New	+$53K	0.01%	126

Other funds holding SPG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return