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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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. 1,209 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.
1,209 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.