Atria Wealth Solutions’s Simon Property Group SPG Stock Holding History

Atria Wealth Solutions’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	$738K	Sell	4,542 -10,457	-70%	-$1.65M	0.02%	757
2025 Q1	$2.49M	Sell	14,999 -2,525	-14%	-$441K	0.03%	556
2024 Q4	$3.02M	Sell	17,524 -1,807	-9%	-$317K	0.03%	504
2024 Q3	$3.27M	Buy	19,331 +1,385	+8%	+$219K	0.04%	472
2024 Q2	$2.72M	Buy	17,946 +33	+0.2%	+$4.86K	0.03%	526
2024 Q1	$2.83M	Sell	17,913 -1,496	-8%	-$219K	0.03%	515
2023 Q4	$2.77M	Sell	19,409 -7,368	-28%	-$891K	0.03%	498
2023 Q3	$2.89M	Sell	26,777 -490	-2%	-$57.4K	0.04%	447
2023 Q2	$3.15M	Buy	27,267 +268	+1%	+$29.2K	0.04%	428
2023 Q1	$3.02M	Sell	26,999 -5,365	-17%	-$641K	0.04%	404
2022 Q4	$3.8M	Buy	32,364 +3,802	+13%	+$423K	0.06%	319
2022 Q3	$2.56M	Buy	28,562 +19,888	+229%	+$2.03M	0.04%	394
2022 Q2	$823K	Sell	8,674 -9,344	-52%	-$1.07M	0.02%	776
2022 Q1	$2.37M	Buy	+18,018	New	+$2.57M	0.04%	433

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's SPG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Simon Property Group (SPG) stake by 70% in Q2 2025, selling an estimated $1.65M and leaving 4,542 shares worth $738K. The position accounts for 0.02% of the portfolio, ranked #757.

Atria Wealth Solutions first reported a position in SPG in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.8M in Q4 2022. 1,211 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Atria Wealth Solutions held 4,542 shares of Simon Property Group worth $738K as of Q2 2025.
Atria Wealth Solutions sold 10,457 Simon Property Group shares in Q2 2025, an estimated $1.65M.
Simon Property Group made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #757 holding.
Atria Wealth Solutions first reported a position in Simon Property Group in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Simon Property Group position peaked at $3.8M in Q4 2022.
1,211 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.