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AllSquare Wealth Management’s Simon Property Group SPG Stock Holding History

AllSquare Wealth Management’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
Q3 		$188K Hold
1,000
– – 0.1% 116
2025
Q2 		$161K Hold
1,000
– – 0.09% 120
2025
Q1 		$166K Hold
1,000
– – 0.1% 117
2024
Q4 		$172K Hold
1,000
– – 0.1% 115
2024
Q3 		$169K Hold
1,000
– – 0.1% 120
2024
Q2 		$152K Hold
1,000
– – 0.09% 122
2024
Q1 		$156K Hold
1,000
– – 0.09% 121
2023
Q4 		$143K Hold
1,000
– – 0.09% 120
2023
Q3 		$108K Sell
1,000
-1
-0.1% -$117 0.07% 134
2023
Q2 		$104K Hold
1,001
– – 0.07% 132
2023
Q1 		$112K Hold
1,001
– – 0.07% 131
2022
Q4 		$118K Sell
1,001
-300
-23% -$33.3K 0.08% 124
2022
Q3 		$117K Sell
1,301
-2,250
-63% -$230K 0.08% 114
2022
Q2 		$337K Buy
3,551
+150
+4% +$17.2K 0.23% 58
2022
Q1 		$447K Buy
3,401
+76
+2% +$10.8K 0.27% 53
2021
Q4 		$531K Sell
3,325
-100
-3% -$15.3K 0.31% 45
2021
Q3 		$445K Sell
3,425
-575
-14% -$74.8K 0.27% 48
2021
Q2 		$522K Sell
4,000
-75
-2% -$9.32K 0.3% 44
2021
Q1 		$464K Hold
4,075
– – 0.29% 49
2020
Q4 		$348K Sell
4,075
-3,650
-47% -$279K 0.23% 55
2020
Q3 		$500K Buy
7,725
+600
+8% +$39.3K 0.36% 38
2020
Q2 		$487K Buy
7,125
+3,510
+97% +$220K 0.37% 41
2020
Q1 		$198K Sell
3,615
-735
-17% -$87.9K 0.17% 69
2019
Q4 		$648K Buy
4,350
+2,400
+123% +$360K 0.45% 32
2019
Q3 		$304K Buy
1,950
+1,550
+388% +$241K 0.23% 57
2019
Q2 		$64K Hold
400
– – 0.05% 160
2019
Q1 		$73K Buy
400
+200
+100% +$35.5K 0.05% 149
2018
Q4 		$34K Hold
200
– – 0.03% 210
2018
Q3 		$35K Hold
200
– – 0.03% 201
2018
Q2 		$34K Buy
+200
New +$31.8K 0.03% 217

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllSquare Wealth Management's SPG Position: Q3 2025 in Review

AllSquare Wealth Management held its Simon Property Group (SPG) position steady in Q3 2025 at 1,000 shares worth $188K. The position accounts for 0.1% of the portfolio, ranked #116.

AllSquare Wealth Management first reported a position in SPG in Q2 2018 and has held it in 30 quarters since. The position peaked at $648K in Q4 2019. 1,219 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • AllSquare Wealth Management held 1,000 shares of Simon Property Group worth $188K as of Q3 2025.
  • AllSquare Wealth Management left its Simon Property Group share count unchanged in Q3 2025.
  • Simon Property Group made up 0.1% of AllSquare Wealth Management's portfolio in Q3 2025, its #116 holding.
  • AllSquare Wealth Management first reported a position in Simon Property Group in Q2 2018 and has held it in 30 quarters since.
  • AllSquare Wealth Management's Simon Property Group position peaked at $648K in Q4 2019.
  • 1,219 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.