Virtus Investment Advisers’s Simon Property Group SPG Stock Holding History

Virtus Investment Advisers’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	-1,450	Closed	-$250K	–	668
2024 Q4	$250K	Buy	+1,450	New	+$254K	0.2%	167
2018 Q1	–	Sell	-6,347	Closed	-$1.09M	–	376
2017 Q4	$1.09M	Sell	6,347 -376	-6%	-$61.1K	0.12%	203
2017 Q3	$1.08M	Sell	6,723 -1,077	-14%	-$172K	0.11%	214
2017 Q2	$1.26M	Buy	+7,800	New	+$1.27M	0.12%	199
2016 Q4	–	Sell	-51,408	Closed	-$10.6M	–	522
2016 Q3	$10.6M	Buy	+51,408	New	+$11.1M	0.68%	30

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

Norges Bank Oslo, Norway $935B AUM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Virtus Investment Advisers's SPG Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 1,450 shares — an estimated $250K sold.

Virtus Investment Advisers first reported a position in SPG in Q3 2016 and held it in 5 quarters. The position peaked at $10.6M in Q3 2016. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

Virtus Investment Advisers reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
Virtus Investment Advisers sold 1,450 Simon Property Group shares in Q1 2025, an estimated $250K.
Virtus Investment Advisers first reported a position in Simon Property Group in Q3 2016 and held it in 5 quarters.
Virtus Investment Advisers's Simon Property Group position peaked at $10.6M in Q3 2016.
1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.