SPG β€” SIMON PROPERTY GROUP INC CMN

Ownership history in FORA Capital, LLC  Β·  11 quarters on record

AI Ownership Summary

FORA Capital, LLC reported SIMON PROPERTY GROUP INC CMN (SPG) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.53% in 2025 Q3. The latest visible filing shows SPG at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORA Capital, LLC's position in SIMON PROPERTY GROUP INC CMN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SPG was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FORA Capital, LLC held SPG β€” position size vs. price
% of Fund (quarterly)    SPG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 16,035 +13,552 +545.8% 0.53% $3.0M 2025-11-13 $179.31
2025 Q2 REDUCED 2,483 -19,116 -88.5% 0.04% $399K 2025-08-13 $166.56
2023 Q4 ADDED 21,599 +18,856 +687.4% 0.26% $3.1M 2024-02-14 $127.86
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About FORA Capital, LLC and SPG

These are the practical questions this page is built to answer before you even open the full history table.

How long has FORA Capital, LLC reported owning SPG?

FORA Capital, LLC reported SPG across 3 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SPG position in FORA Capital, LLC's portfolio?

The largest reported portfolio weight for SPG was 0.53% in 2025 Q3.

What is the latest reported SPG position on this page?

The most recent filing on this page is 2025 Q3, when FORA Capital, LLC reported 16,035 shares, equal to 0.53% of portfolio, with an estimated market value of $3.0M.

What does the chart on this SPG ownership page compare?

The chart compares FORA Capital, LLC's quarterly SPG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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