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HHM Wealth Advisors’s Simon Property Group SPG Stock Holding History

HHM Wealth 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
2025
Q2 		– Sell
-10
Closed -$1.66K – 932
2025
Q1 		$1.66K Hold
10
– – ﹤0.01% 777
2024
Q4 		$1.72K Buy
+10
New +$1.75K ﹤0.01% 773
2024
Q2 		– Sell
-226
Closed -$35.4K – 853
2024
Q1 		$35.4K Hold
226
– – 0.01% 343
2023
Q4 		$32.2K Hold
226
– – 0.01% 348
2023
Q3 		$24.4K Hold
226
– – ﹤0.01% 377
2023
Q2 		$26.1K Sell
226
-49
-18% -$5.34K ﹤0.01% 385
2023
Q1 		$30.8K Buy
275
+63
+30% +$7.52K 0.01% 347
2022
Q4 		$24.9K Buy
212
+49
+30% +$5.45K 0.01% 337
2022
Q3 		$15K Sell
163
-213
-57% -$21.8K ﹤0.01% 387
2022
Q2 		$36K Sell
376
-11
-3% -$1.26K 0.01% 324
2022
Q1 		$51K Buy
+387
New +$55.1K 0.01% 306
2020
Q4 		– Sell
-100
Closed -$6K – 567
2020
Q3 		$6K Hold
100
– – ﹤0.01% 426
2020
Q2 		$7K Hold
100
– – ﹤0.01% 386
2020
Q1 		$5K Buy
+100
New +$12K ﹤0.01% 395

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HHM Wealth Advisors's SPG Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 10 shares — an estimated $1.66K sold.

HHM Wealth Advisors first reported a position in SPG in Q1 2020 and held it in 14 quarters. The position peaked at $51K in Q1 2022. 1,212 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

  • HHM Wealth Advisors reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 10 Simon Property Group shares in Q2 2025, an estimated $1.66K.
  • HHM Wealth Advisors first reported a position in Simon Property Group in Q1 2020 and held it in 14 quarters.
  • HHM Wealth Advisors's Simon Property Group position peaked at $51K in Q1 2022.
  • 1,212 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.