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Arete Wealth Advisors’s Simon Property Group SPG Stock Holding History

Arete Wealth Advisors’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
Q4 		– Sell
-3,059
Closed -$573K – 700
2025
Q3 		$573K Buy
3,059
+144
+5% +$24.9K 0.04% 397
2025
Q2 		$469K Buy
2,915
+67
+2% +$10.6K 0.03% 426
2025
Q1 		$474K Sell
2,848
-8
-0.3% -$1.4K 0.04% 405
2024
Q4 		$492K Sell
2,856
-476
-14% -$83.5K 0.04% 414
2024
Q3 		$562K Buy
+3,332
New +$528K 0.05% 344
2024
Q1 		– Sell
-3,692
Closed -$528K – 680
2023
Q4 		$528K Buy
+3,692
New +$446K 0.04% 387
2023
Q3 		– Sell
-6,431
Closed -$743K – 679
2023
Q2 		$743K Buy
6,431
+1,203
+23% +$131K 0.07% 277
2023
Q1 		$585K Buy
5,228
+1,812
+53% +$216K 0.05% 312
2022
Q4 		$401K Buy
+3,416
New +$380K 0.04% 373
2022
Q2 		– Sell
-2,290
Closed -$301K – 553
2022
Q1 		$301K Buy
2,290
+147
+7% +$20.9K 0.03% 376
2021
Q4 		$343K Buy
2,143
+286
+15% +$43.7K 0.03% 362
2021
Q3 		$241K Buy
+1,857
New +$242K 0.03% 367
2021
Q2 		– Sell
-2,060
Closed -$234K – 429
2021
Q1 		$234K Sell
2,060
-486
-19% -$50.7K 0.03% 358
2020
Q4 		$212K Buy
+2,546
New +$194K 0.03% 371
2019
Q4 		– Sell
-1,379
Closed -$215K – 426
2019
Q3 		$215K Buy
+1,379
New +$214K 0.04% 358

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Arete Wealth Advisors's SPG Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 3,059 shares — an estimated $573K sold.

Arete Wealth Advisors first reported a position in SPG in Q3 2019 and held it in 15 quarters. The position peaked at $743K in Q2 2023. 1,290 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,059 Simon Property Group shares in Q4 2025, an estimated $573K.
  • Arete Wealth Advisors first reported a position in Simon Property Group in Q3 2019 and held it in 15 quarters.
  • Arete Wealth Advisors's Simon Property Group position peaked at $743K in Q2 2023.
  • 1,290 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.