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

Hemington 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
Q3 		$18K Buy
97
+13
+15% +$2.24K ﹤0.01% 680
2025
Q2 		$13K Sell
84
-1
-1% -$158 ﹤0.01% 770
2025
Q1 		$14K Hold
85
– – ﹤0.01% 704
2024
Q4 		$14K Hold
85
– – ﹤0.01% 658
2024
Q3 		$14K Buy
+85
New +$13.5K ﹤0.01% 619

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hemington Wealth Management's SPG Position: Q3 2025 in Review

Hemington Wealth Management increased its Simon Property Group (SPG) stake by 15% in Q3 2025, buying an estimated $2.24K and bringing the position to 97 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Hemington Wealth Management first reported a position in SPG in Q3 2024 and has held it in 5 quarters since. 1,221 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • Hemington Wealth Management held 97 shares of Simon Property Group worth $18K as of Q3 2025.
  • Hemington Wealth Management bought 13 Simon Property Group shares in Q3 2025, an estimated $2.24K.
  • Simon Property Group made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #680 holding.
  • Hemington Wealth Management first reported a position in Simon Property Group in Q3 2024 and has held it in 5 quarters since.
  • 1,221 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.