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VisionPoint Advisory Group’s Simon Property Group SPG Stock Holding History

VisionPoint Advisory Group’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
-335
Closed -$58.1K – 292
2024
Q4 		$58.1K Buy
+335
New +$58.8K 0.02% 286
2024
Q3 		– Sell
-352
Closed -$53.4K – 697
2024
Q2 		$53.4K Sell
352
-20
-5% -$2.95K 0.02% 261
2024
Q1 		$58.2K Sell
372
-6
-2% -$880 0.02% 248
2023
Q4 		$53.9K Hold
378
– – 0.02% 232
2023
Q3 		$40.8K Sell
378
-79
-17% -$9.25K 0.02% 262
2023
Q2 		$52.7K Buy
+457
New +$49.8K 0.02% 209
2022
Q1 		– Sell
-29,740
Closed -$4.32M – 103
2021
Q4 		$4.32M Sell
29,740
-5,009
-14% -$765K 1.89% 20
2021
Q3 		$5.92M Sell
34,749
-6,235
-15% -$812K 2.64% 14
2021
Q2 		$5.35M Buy
40,984
+7,732
+23% +$961K 2.38% 12
2021
Q1 		$3.78M Buy
33,252
+12,608
+61% +$1.32M 1.81% 13
2020
Q4 		$1.76M Buy
+20,644
New +$1.58M 0.89% 28

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VisionPoint Advisory Group's SPG Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 335 shares — an estimated $58.1K sold.

VisionPoint Advisory Group first reported a position in SPG in Q4 2020 and held it in 11 quarters. The position peaked at $5.92M in Q3 2021. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 335 Simon Property Group shares in Q1 2025, an estimated $58.1K.
  • VisionPoint Advisory Group first reported a position in Simon Property Group in Q4 2020 and held it in 11 quarters.
  • VisionPoint Advisory Group's Simon Property Group position peaked at $5.92M in Q3 2021.
  • 1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.