Empower Advisory Group
SPG icon

Empower Advisory Group’s Simon Property Group SPG Stock Holding History

Empower Advisory 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 		– Sell
-1,205
Closed -$226K – 542
2025
Q3 		$226K Buy
+1,205
New +$208K ﹤0.01% 497
2023
Q3 		– Sell
-1,982
Closed -$229K – 483
2023
Q2 		$229K Sell
1,982
-66
-3% -$7.19K ﹤0.01% 448
2023
Q1 		$230K Buy
+2,048
New +$245K ﹤0.01% 447

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Empower Advisory Group's SPG Position: Q4 2025 in Review

Empower Advisory Group sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 1,205 shares — an estimated $226K sold.

Empower Advisory Group first reported a position in SPG in Q1 2023 and held it in 3 quarters. The position peaked at $230K in Q1 2023. 1,286 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Empower Advisory Group reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
  • Empower Advisory Group sold 1,205 Simon Property Group shares in Q4 2025, an estimated $226K.
  • Empower Advisory Group first reported a position in Simon Property Group in Q1 2023 and held it in 3 quarters.
  • Empower Advisory Group's Simon Property Group position peaked at $230K in Q1 2023.
  • 1,286 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Empower Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.