CIBC Private Wealth Group’s Simon Property Group SPG Stock Holding History

CIBC Private Wealth Group’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 Q4	$4.52M	Buy	24,421 +117	+0.5%	+$21.3K	0.01%	445
2025 Q3	$4.56M	Buy	24,304 +4,343	+22%	+$750K	0.01%	443
2025 Q2	$3.21M	Sell	19,961 -1,391	-7%	-$220K	0.01%	487
2025 Q1	$3M	Buy	21,352 +3,942	+23%	+$689K	0.01%	476
2024 Q4	$3.04M	Buy	17,410 +13,206	+314%	+$2.32M	0.01%	496
2024 Q3	$710K	Sell	4,204 -313	-7%	-$49.6K	﹤0.01%	771
2024 Q2	$663K	Sell	4,517 -692	-13%	-$102K	﹤0.01%	740
2024 Q1	$799K	Buy	5,209 +192	+4%	+$28.2K	﹤0.01%	721
2023 Q4	$716K	Buy	5,017 +696	+16%	+$84.1K	﹤0.01%	717
2023 Q3	$467K	Buy	+4,321	New	+$506K	﹤0.01%	770
2023 Q1	–	Sell	-1,901	Closed	-$223K	–	933
2022 Q4	$223K	Sell	1,901 -1,246	-40%	-$138K	﹤0.01%	717
2022 Q3	$282K	Sell	3,147 -2,805	-47%	-$287K	﹤0.01%	797
2022 Q2	$565K	Buy	5,952 +4,213	+242%	+$483K	﹤0.01%	689
2022 Q1	$229K	Sell	1,739 -285	-14%	-$40.6K	﹤0.01%	922
2021 Q4	$323K	Buy	+2,024	New	+$309K	﹤0.01%	856
2021 Q3	–	Sell	-2,128	Closed	-$278K	–	1015
2021 Q2	$278K	Buy	2,128 +85	+4%	+$10.6K	﹤0.01%	918
2021 Q1	$232K	Buy	+2,043	New	+$213K	﹤0.01%	965
2020 Q4	–	Sell	-7,761	Closed	-$531K	–	1001
2020 Q3	$531K	Buy	+7,761	New	+$509K	﹤0.01%	674
2020 Q2	–	Sell	-8,080	Closed	-$443K	–	785
2020 Q1	$443K	Buy	+8,080	New	+$966K	﹤0.01%	653
2019 Q3	–	Sell	-10,623	Closed	-$1.7M	–	938
2019 Q2	$1.7M	Sell	10,623 -65	-0.6%	-$11.2K	0.01%	493
2019 Q1	$1.95M	Buy	10,688 +159	+2%	+$28.3K	0.01%	467
2018 Q4	$1.77M	Sell	10,529 -145	-1%	-$25.9K	0.01%	468
2018 Q3	$1.89M	Sell	10,674 -167	-2%	-$29.5K	0.01%	517
2018 Q2	$1.85M	Buy	10,841 +10,282	+1,839%	+$1.64M	0.01%	520
2018 Q1	$86K	Sell	559 -91	-14%	-$14.5K	﹤0.01%	1046
2017 Q4	$112K	Sell	650 -23,596	-97%	-$3.83M	﹤0.01%	1019
2017 Q3	$3.9M	Sell	24,246 -378,785	-94%	-$60.5M	0.02%	377
2017 Q2	$65.2M	Sell	403,031 -279	-0.1%	-$45.4K	0.41%	75
2017 Q1	$69.4M	Buy	403,310 +1,184	+0.3%	+$212K	0.44%	72
2016 Q4	$71.4M	Buy	402,126 +3,318	+0.8%	+$616K	0.47%	68
2016 Q3	$82.6M	Buy	398,808 +10,260	+3%	+$2.22M	0.57%	59
2016 Q2	$84.3M	Buy	388,548 +8,185	+2%	+$1.67M	0.62%	57
2016 Q1	$79M	Buy	380,363 +13,626	+4%	+$2.62M	0.61%	57
2015 Q4	$71.3M	Buy	366,737 +1,600	+0.4%	+$310K	0.56%	58
2015 Q3	$67.1M	Buy	365,137 +4,362	+1%	+$800K	0.55%	61
2015 Q2	$62.4M	Buy	360,775 +1,980	+0.6%	+$364K	0.45%	67
2015 Q1	$70.2M	Buy	358,795 +2,340	+0.7%	+$453K	0.52%	66
2014 Q4	$64.9M	Buy	356,455 +2,184	+0.6%	+$387K	0.5%	65
2014 Q3	$58.3M	Sell	354,271 -407	-0.1%	-$68.5K	0.46%	71
2014 Q2	$59M	Sell	354,678 -20,017	-5%	-$3.27M	0.48%	68
2014 Q1	$58M	Buy	+374,695	New	+$55.8M	0.49%	70

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

CIBC Private Wealth Group's SPG Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Simon Property Group (SPG) stake by 0.48% in Q4 2025, buying an estimated $21.3K and bringing the position to 24,421 shares worth $4.52M. The position accounts for 0.01% of the portfolio, ranked #445.

CIBC Private Wealth Group first reported a position in SPG in Q1 2014 and has held it in 41 quarters since. The position peaked at $84.3M in Q2 2016. 1,287 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

CIBC Private Wealth Group held 24,421 shares of Simon Property Group worth $4.52M as of Q4 2025.
CIBC Private Wealth Group bought 117 Simon Property Group shares in Q4 2025, an estimated $21.3K.
Simon Property Group made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #445 holding.
CIBC Private Wealth Group first reported a position in Simon Property Group in Q1 2014 and has held it in 41 quarters since.
CIBC Private Wealth Group's Simon Property Group position peaked at $84.3M in Q2 2016.
1,287 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.