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Badgley Phelps Wealth Managers’s Simon Property Group SPG Stock Holding History

Badgley Phelps Wealth Managers’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
-1,584
Closed -$263K – 303
2025
Q1 		$263K Sell
1,584
-337
-18% -$58.9K 0.01% 271
2024
Q4 		$331K Buy
1,921
+488
+34% +$85.6K 0.01% 247
2024
Q3 		$242K Buy
+1,433
New +$227K 0.01% 267

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 $3.38T AUM 44.17% 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

Badgley Phelps Wealth Managers's SPG Position: Q2 2025 in Review

Badgley Phelps Wealth Managers sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 1,584 shares — an estimated $263K sold.

Badgley Phelps Wealth Managers first reported a position in SPG in Q3 2024 and held it in 3 quarters. The position peaked at $331K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

  • Badgley Phelps Wealth Managers reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
  • Badgley Phelps Wealth Managers sold 1,584 Simon Property Group shares in Q2 2025, an estimated $263K.
  • Badgley Phelps Wealth Managers first reported a position in Simon Property Group in Q3 2024 and held it in 3 quarters.
  • Badgley Phelps Wealth Managers's Simon Property Group position peaked at $331K in Q4 2024.
  • 1,212 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2025, filed 16 Jul 2025.