Brass Tax Wealth Management’s Simon Property Group SPG Stock Holding History

Brass Tax Wealth Management’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	$200K	Buy	+1,068	New	+$184K	0.03%	245

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Brass Tax Wealth Management's SPG Position: Q3 2025 in Review

Brass Tax Wealth Management opened a new position in Simon Property Group (SPG) in Q3 2025: 1,068 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #245 among its holdings.

1,220 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

Brass Tax Wealth Management held 1,068 shares of Simon Property Group worth $200K as of Q3 2025.
Simon Property Group was a new Brass Tax Wealth Management position in Q3 2025.
Simon Property Group made up 0.03% of Brass Tax Wealth Management's portfolio in Q3 2025, its #245 holding.
1,220 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.