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

Congress 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	$1.07M	Buy	6,653 +2,404	+57%	+$380K	0.01%	686
2025 Q1	$706K	Buy	4,249 +1,887	+80%	+$330K	0.01%	717
2024 Q4	$407K	Sell	2,362 -814	-26%	-$143K	0.01%	689
2024 Q3	$537K	Sell	3,176 -498	-14%	-$78.8K	0.01%	628
2024 Q2	$558K	Buy	3,674 +32	+0.9%	+$4.71K	0.01%	522
2024 Q1	$570K	Buy	3,642 +7	+0.2%	+$1.03K	0.01%	439
2023 Q4	$519K	Sell	3,635 -198	-5%	-$23.9K	0.01%	457
2023 Q3	$414K	Sell	3,833 -19	-0.5%	-$2.23K	0.01%	479
2023 Q2	$445K	Sell	3,852 -2,096	-35%	-$228K	0.01%	432
2023 Q1	$666K	Buy	5,948 +382	+7%	+$45.6K	0.02%	388
2022 Q4	$654K	Buy	5,566 +705	+15%	+$78.4K	0.02%	381
2022 Q3	$437K	Buy	+4,861	New	+$497K	0.01%	424
2022 Q2	–	Sell	-2,060	Closed	-$270K	–	613
2022 Q1	$270K	Sell	2,060 -37	-2%	-$5.27K	0.01%	532
2021 Q4	$335K	Buy	+2,097	New	+$320K	0.01%	516

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Congress Wealth Management increased its Simon Property Group (SPG) stake by 57% in Q2 2025, buying an estimated $380K and bringing the position to 6,653 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #686.

Congress Wealth Management first reported a position in SPG in Q4 2021 and has held it in 14 quarters since. 1,212 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Congress Wealth Management held 6,653 shares of Simon Property Group worth $1.07M as of Q2 2025.
Congress Wealth Management bought 2,404 Simon Property Group shares in Q2 2025, an estimated $380K.
Simon Property Group made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #686 holding.
Congress Wealth Management first reported a position in Simon Property Group in Q4 2021 and has held it in 14 quarters since.
1,212 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

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