Global Financial Private Client’s Simon Property Group SPG Stock Holding History

Global Financial Private Client’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	-127	Closed	-$21.1K	–	1388
2025 Q1	$21.1K	Hold	127	–	–	0.01%	439
2024 Q4	$21.9K	Sell	127 -1	-0.8%	-$176	0.01%	420
2024 Q3	$21.6K	Buy	+128	New	+$20.3K	0.01%	418
2020 Q3	–	Sell	-72	Closed	-$5.07K	–	510
2020 Q2	$5.07K	Sell	72 -169	-70%	-$10.6K	﹤0.01%	389
2020 Q1	$11.4K	Hold	241	–	–	0.01%	344
2019 Q4	$36K	Buy	+241	New	+$36.1K	0.03%	277

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 $3.37T AUM 44.26% 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

Global Financial Private Client's SPG Position: Q2 2025 in Review

Global Financial Private Client sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 127 shares — an estimated $21.1K sold.

Global Financial Private Client first reported a position in SPG in Q4 2019 and held it in 6 quarters. The position peaked at $36K in Q4 2019. 1,211 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Global Financial Private Client reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 127 Simon Property Group shares in Q2 2025, an estimated $21.1K.
Global Financial Private Client first reported a position in Simon Property Group in Q4 2019 and held it in 6 quarters.
Global Financial Private Client's Simon Property Group position peaked at $36K in Q4 2019.
1,211 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.