BWG
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Berry Wealth Group’s Simon Property Group SPG Stock Holding History

Berry Wealth Group’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
-1,485
Closed -$239K – 97
2025
Q2 		$239K Buy
1,485
+126
+9% +$19.9K 0.17% 85
2025
Q1 		$226K Buy
+1,359
New +$238K 0.18% 85

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Berry Wealth Group's SPG Position: Q3 2025 in Review

Berry Wealth Group sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 1,485 shares — an estimated $239K sold.

Berry Wealth Group first reported a position in SPG in Q1 2025 and held it in 2 quarters. The position peaked at $239K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • Berry Wealth Group reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
  • Berry Wealth Group sold 1,485 Simon Property Group shares in Q3 2025, an estimated $239K.
  • Berry Wealth Group first reported a position in Simon Property Group in Q1 2025 and held it in 2 quarters.
  • Berry Wealth Group's Simon Property Group position peaked at $239K in Q2 2025.
  • 1,222 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Berry Wealth Group's 13F filing for Q3 2025, filed 12 Nov 2025.