CSWM
SPG icon

Cassady Schiller Wealth Management’s Simon Property Group SPG Stock Holding History

Cassady Schiller 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
2024
Q4 		$3.62K Buy
+21
New +$3.69K ﹤0.01% 471
2022
Q1 		– Sell
-9
Closed -$1K – 526
2021
Q4 		$1K Buy
+9
New +$1.37K ﹤0.01% 501

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cassady Schiller Wealth Management's SPG Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Simon Property Group (SPG) in Q4 2024: 21 shares worth $3.62K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in SPG as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in SPG in Q4 2021 and has held it in 2 quarters since. 1,190 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

  • Cassady Schiller Wealth Management held 21 shares of Simon Property Group worth $3.62K as of Q4 2024.
  • Simon Property Group was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Simon Property Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #471 holding.
  • Cassady Schiller Wealth Management first reported a position in Simon Property Group in Q4 2021 and has held it in 2 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.