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Advus Financial Partners, LLC’s Simon Property Group SPG Stock Holding History

Advus Financial Partners, LLC’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
Q2 		– Sell
-1,359
Closed -$226K – 267
2025
Q1 		$226K Sell
1,359
-128
-9% -$22.4K 0.06% 216
2024
Q4 		$256K Buy
1,487
+264
+22% +$46.3K 0.07% 193
2024
Q3 		$207K Buy
+1,223
New +$194K 0.06% 219
2024
Q2 		– Sell
-1,466
Closed -$229K – 214
2024
Q1 		$229K Buy
+1,466
New +$215K 0.07% 179

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 $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advus Financial Partners, LLC's SPG Position: Q2 2025 in Review

Advus Financial Partners, LLC sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 1,359 shares — an estimated $226K sold.

Advus Financial Partners, LLC first reported a position in SPG in Q1 2024 and held it in 4 quarters. The position peaked at $256K in Q4 2024. 1,211 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

  • Advus Financial Partners, LLC reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 1,359 Simon Property Group shares in Q2 2025, an estimated $226K.
  • Advus Financial Partners, LLC first reported a position in Simon Property Group in Q1 2024 and held it in 4 quarters.
  • Advus Financial Partners, LLC's Simon Property Group position peaked at $256K in Q4 2024.
  • 1,211 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2025, filed 25 Aug 2026.