Beacon Capital Management LLC (Tennessee)’s Simon Property Group SPG Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-176	Closed	-$28.3K	–	874
2025 Q2	$28.3K	Sell	176 -47	-21%	-$7.43K	﹤0.01%	439
2025 Q1	$37K	Buy	223 +2	+0.9%	+$350	0.01%	367
2024 Q4	$38K	Buy	221 +2	+0.9%	+$351	0.01%	344
2024 Q3	$37K	Hold	219	–	–	0.01%	375
2024 Q2	$33.2K	Sell	219 -95	-30%	-$14K	0.01%	358
2024 Q1	$49.1K	Hold	314	–	–	0.01%	299
2023 Q4	$33.9K	Hold	314	–	–	0.01%	294
2023 Q3	$36.3K	Hold	314	–	–	0.01%	304
2023 Q2	$36.3K	Hold	314	–	–	0.01%	304
2023 Q1	$35.2K	Hold	314	–	–	0.01%	275
2022 Q4	$36.9K	Buy	314 +95	+43%	+$10.6K	0.01%	270
2022 Q3	$21K	Hold	219	–	–	0.01%	336
2022 Q2	$29K	Hold	219	–	–	0.01%	321
2022 Q1	$29K	Buy	+219	New	+$31.2K	0.01%	321

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Beacon Capital Management LLC (Tennessee)'s SPG Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 176 shares — an estimated $28.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SPG in Q1 2022 and held it in 14 quarters. The position peaked at $49.1K in Q1 2024. 1,222 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 176 Simon Property Group shares in Q3 2025, an estimated $28.3K.
Beacon Capital Management LLC (Tennessee) first reported a position in Simon Property Group in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Simon Property Group position peaked at $49.1K in Q1 2024.
1,222 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.