GC Wealth Management RIA’s Simon Property Group SPG Stock Holding History

GC Wealth Management RIA’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	-10,630	Closed	-$1.99M	–	800
2025 Q3	$1.99M	Buy	10,630 +3,100	+41%	+$535K	0.07%	210
2025 Q2	$1.21M	Sell	7,530 -481	-6%	-$76K	0.1%	181
2025 Q1	$1.33M	Buy	8,011 +603	+8%	+$105K	0.24%	89
2024 Q4	$1.28M	Buy	7,408 +1,198	+19%	+$210K	0.22%	93
2024 Q3	$1.05M	Buy	6,210 +830	+15%	+$131K	0.18%	107
2024 Q2	$817K	Buy	5,380 +3,428	+176%	+$505K	0.16%	117
2024 Q1	$305K	Buy	1,952 +181	+10%	+$26.5K	0.06%	220
2023 Q4	$253K	Buy	+1,771	New	+$214K	0.11%	182

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

GC Wealth Management RIA's SPG Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 10,630 shares — an estimated $1.99M sold.

GC Wealth Management RIA first reported a position in SPG in Q4 2023 and held it in 8 quarters. The position peaked at $1.99M in Q3 2025. 1,286 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

GC Wealth Management RIA reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 10,630 Simon Property Group shares in Q4 2025, an estimated $1.99M.
GC Wealth Management RIA first reported a position in Simon Property Group in Q4 2023 and held it in 8 quarters.
GC Wealth Management RIA's Simon Property Group position peaked at $1.99M in Q3 2025.
1,286 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.