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Carolinas Wealth Consulting’s Simon Property Group SPG Stock Holding History

Carolinas Wealth Consulting’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
-607
Closed -$101K – 807
2025
Q1 		$101K Buy
607
+6
+1% +$1.05K 0.02% 242
2024
Q4 		$103K Sell
601
-35
-6% -$6.14K 0.02% 247
2024
Q3 		$107K Sell
636
-143
-18% -$22.6K 0.02% 251
2024
Q2 		$118K Buy
779
+4
+0.5% +$589 0.02% 230
2024
Q1 		$123K Sell
775
-174
-18% -$25.5K 0.02% 233
2023
Q4 		$135K Hold
949
– – 0.03% 197
2023
Q3 		$104K Buy
949
+462
+95% +$54.1K 0.03% 213
2023
Q2 		$56.3K Sell
487
-39
-7% -$4.25K 0.01% 329
2023
Q1 		$58.9K Buy
526
+3
+0.6% +$358 0.01% 332
2022
Q4 		$61.4K Buy
523
+1
+0.2% +$111 0.01% 323
2022
Q3 		$47K Buy
522
+31
+6% +$3.17K 0.01% 336
2022
Q2 		$47K Buy
491
+152
+45% +$17.4K 0.01% 340
2022
Q1 		$45K Sell
339
-21
-6% -$2.99K 0.01% 368
2021
Q4 		$57K Buy
360
+27
+8% +$4.12K 0.01% 348
2021
Q3 		$43K Buy
333
+4
+1% +$521 0.01% 367
2021
Q2 		$43K Buy
329
+2
+0.6% +$249 0.01% 384
2021
Q1 		$37K Buy
327
+150
+85% +$15.6K 0.01% 412
2020
Q4 		$15K Sell
177
-54
-23% -$4.12K ﹤0.01% 524
2020
Q3 		$15K Buy
231
+45
+24% +$2.95K 0.01% 427
2020
Q2 		$13K Buy
+186
New +$11.7K 0.01% 323

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's SPG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 607 shares — an estimated $101K sold.

Carolinas Wealth Consulting first reported a position in SPG in Q2 2020 and held it in 20 quarters. The position peaked at $135K in Q4 2023. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 607 Simon Property Group shares in Q2 2025, an estimated $101K.
  • Carolinas Wealth Consulting first reported a position in Simon Property Group in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Simon Property Group position peaked at $135K in Q4 2023.
  • 1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.