Capasso Planning Partners’s Simon Property Group SPG Stock Holding History

Capasso Planning 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
2024 Q4	–	Sell	-1,423	Closed	-$241K	–	142
2024 Q3	$241K	Hold	1,423	–	–	0.07%	135
2024 Q2	$216K	Buy	1,423 +1	+0.1%	+$147	0.07%	136
2024 Q1	$223K	Sell	1,422 -9	-0.6%	-$1.32K	0.09%	102
2023 Q4	$204K	Buy	+1,431	New	+$173K	0.1%	97
2022 Q4	–	Sell	-2,320	Closed	-$208K	–	105
2022 Q3	$208K	Sell	2,320 -1,785	-43%	-$183K	0.15%	82
2022 Q2	$390K	Buy	4,105 +805	+24%	+$92.3K	0.28%	58
2022 Q1	$434K	Sell	3,300 -500	-13%	-$71.2K	0.31%	55
2021 Q4	$607K	Buy	+3,800	New	+$580K	0.44%	42

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

Capasso Planning Partners's SPG Position: Q4 2024 in Review

Capasso Planning Partners sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 1,423 shares — an estimated $241K sold.

Capasso Planning Partners first reported a position in SPG in Q4 2021 and held it in 8 quarters. The position peaked at $607K in Q4 2021. 1,190 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

Capasso Planning Partners reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 1,423 Simon Property Group shares in Q4 2024, an estimated $241K.
Capasso Planning Partners first reported a position in Simon Property Group in Q4 2021 and held it in 8 quarters.
Capasso Planning Partners's Simon Property Group position peaked at $607K in Q4 2021.
1,190 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.