Bison Wealth’s Simon Property Group SPG Stock Holding History

Bison Wealth’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
2024 Q4	$232K	Sell	1,349 -454	-25%	-$79.7K	0.05%	270
2024 Q3	$305K	Sell	1,803 -182	-9%	-$28.8K	0.05%	318
2024 Q2	$311K	Hold	1,985	–	–	0.05%	327
2024 Q1	$311K	Hold	1,985	–	–	0.05%	327
2023 Q4	$283K	Sell	1,985 -9	-0.5%	-$1.09K	0.05%	326
2023 Q3	$215K	Buy	1,994 +97	+5%	+$11.4K	0.04%	357
2023 Q2	$219K	Buy	+1,897	New	+$207K	0.04%	343
2023 Q1	–	Sell	-1,654	Closed	-$208K	–	272
2022 Q4	$208K	Buy	+1,654	New	+$184K	0.07%	250

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bison Wealth's SPG Position: Q4 2024 in Review

Bison Wealth reduced its Simon Property Group (SPG) stake by 25% in Q4 2024, selling an estimated $79.7K and leaving 1,349 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #270.

Bison Wealth first reported a position in SPG in Q4 2022 and has held it in 8 quarters since. The position peaked at $311K in Q2 2024. 1,191 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

Bison Wealth held 1,349 shares of Simon Property Group worth $232K as of Q4 2024.
Bison Wealth sold 454 Simon Property Group shares in Q4 2024, an estimated $79.7K.
Simon Property Group made up 0.05% of Bison Wealth's portfolio in Q4 2024, its #270 holding.
Bison Wealth first reported a position in Simon Property Group in Q4 2022 and has held it in 8 quarters since.
Bison Wealth's Simon Property Group position peaked at $311K in Q2 2024.
1,191 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.