Capital A Wealth Management’s Simon Property Group SPG Stock Holding History

Capital A 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 Q2	–	Sell	-4	Closed	-$664	–	781
2025 Q1	$664	Hold	4	–	–	﹤0.01%	591
2024 Q4	$689	Buy	+4	New	+$702	﹤0.01%	608

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Capital A Wealth Management's SPG Position: Q2 2025 in Review

Capital A Wealth Management sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 4 shares — an estimated $664 sold.

Capital A Wealth Management first reported a position in SPG in Q4 2024 and held it in 2 quarters. The position peaked at $689 in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Capital A Wealth Management reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 4 Simon Property Group shares in Q2 2025, an estimated $664.
Capital A Wealth Management first reported a position in Simon Property Group in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's Simon Property Group position peaked at $689 in Q4 2024.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.