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Geller Advisors’s Simon Property Group SPG Stock Holding History

Geller Advisors’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
2024
Q4 		$376K Sell
2,181
-27
-1% -$4.74K 0.02% 173
2024
Q3 		$373K Sell
2,208
-1,738
-44% -$275K 0.03% 175
2024
Q2 		$599K Sell
3,946
-6
-0.2% -$884 0.04% 116
2024
Q1 		$618K Buy
3,952
+54
+1% +$7.92K 0.05% 115
2023
Q4 		$556K Sell
3,898
-257
-6% -$31.1K 0.05% 113
2023
Q3 		$449K Buy
4,155
+282
+7% +$33K 0.05% 129
2023
Q2 		$447K Buy
+3,873
New +$422K 0.06% 133

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geller Advisors's SPG Position: Q4 2024 in Review

Geller Advisors reduced its Simon Property Group (SPG) stake by 1.2% in Q4 2024, selling an estimated $4.74K and leaving 2,181 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #173.

Geller Advisors first reported a position in SPG in Q2 2023 and has held it in 7 quarters since. The position peaked at $618K in Q1 2024. 1,190 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

  • Geller Advisors held 2,181 shares of Simon Property Group worth $376K as of Q4 2024.
  • Geller Advisors sold 27 Simon Property Group shares in Q4 2024, an estimated $4.74K.
  • Simon Property Group made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #173 holding.
  • Geller Advisors first reported a position in Simon Property Group in Q2 2023 and has held it in 7 quarters since.
  • Geller Advisors's Simon Property Group position peaked at $618K in Q1 2024.
  • 1,190 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.