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Balboa Wealth Partners’s Simon Property Group SPG Stock Holding History

Balboa Wealth Partners’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
Q1 		– Sell
-1,339
Closed -$231K – 363
2024
Q4 		$231K Buy
1,339
+121
+10% +$21.2K 0.05% 254
2024
Q3 		$206K Buy
+1,218
New +$193K 0.05% 262

Other funds holding SPG

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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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balboa Wealth Partners's SPG Position: Q1 2025 in Review

Balboa Wealth Partners sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 1,339 shares — an estimated $231K sold.

Balboa Wealth Partners first reported a position in SPG in Q3 2024 and held it in 2 quarters. The position peaked at $231K in Q4 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • Balboa Wealth Partners reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,339 Simon Property Group shares in Q1 2025, an estimated $231K.
  • Balboa Wealth Partners first reported a position in Simon Property Group in Q3 2024 and held it in 2 quarters.
  • Balboa Wealth Partners's Simon Property Group position peaked at $231K in Q4 2024.
  • 1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.