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Clearstead Trust’s Simon Property Group SPG Stock Holding History

Clearstead Trust’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 		– Sell
-170
Closed -$31.9K – 1474
2025
Q3 		$31.9K Sell
170
-96
-36% -$16.6K 0.01% 368
2025
Q2 		$42.8K Buy
266
+108
+68% +$17.1K 0.01% 328
2025
Q1 		$26.2K Hold
158
– – 0.01% 326
2024
Q4 		$27.2K Hold
158
– – 0.01% 298
2024
Q3 		$26.7K Hold
158
– – 0.01% 287
2024
Q2 		$24K Hold
158
– – 0.01% 296
2024
Q1 		$24.7K Buy
+158
New +$23.2K 0.01% 292

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clearstead Trust's SPG Position: Q4 2025 in Review

Clearstead Trust sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 170 shares — an estimated $31.9K sold.

Clearstead Trust first reported a position in SPG in Q1 2024 and held it in 7 quarters. The position peaked at $42.8K in Q2 2025. 1,290 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Clearstead Trust reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 170 Simon Property Group shares in Q4 2025, an estimated $31.9K.
  • Clearstead Trust first reported a position in Simon Property Group in Q1 2024 and held it in 7 quarters.
  • Clearstead Trust's Simon Property Group position peaked at $42.8K in Q2 2025.
  • 1,290 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.