Compass Wealth Management’s Simon Property Group SPG Stock Holding History

Compass 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	-345	Closed	-$57.3K	–	366
2025 Q1	$57.3K	Hold	345	–	–	0.01%	229
2024 Q4	$59.4K	Hold	345	–	–	0.01%	228
2024 Q3	$58.3K	Hold	345	–	–	0.01%	239
2024 Q2	$52.4K	Hold	345	–	–	0.01%	241
2024 Q1	$54K	Hold	345	–	–	0.01%	243
2023 Q4	$49.2K	Hold	345	–	–	0.01%	246
2023 Q3	$37.3K	Hold	345	–	–	0.01%	259
2023 Q2	$39.8K	Hold	345	–	–	0.01%	262
2023 Q1	$38.6K	Hold	345	–	–	0.01%	263
2022 Q4	$40.5K	Buy	+345	New	+$38.3K	0.01%	255

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

Compass Wealth Management's SPG Position: Q2 2025 in Review

Compass Wealth Management sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 345 shares — an estimated $57.3K sold.

Compass Wealth Management first reported a position in SPG in Q4 2022 and held it in 10 quarters. The position peaked at $59.4K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Compass Wealth Management reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 345 Simon Property Group shares in Q2 2025, an estimated $57.3K.
Compass Wealth Management first reported a position in Simon Property Group in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's Simon Property Group position peaked at $59.4K in Q4 2024.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.