Hopwood Financial Services’s Simon Property Group SPG Stock Holding History

Hopwood Financial Services’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	-160	Closed	-$30K	–	259
2025 Q3	$30K	Hold	160	–	–	0.02%	187
2025 Q2	$25.7K	Hold	160	–	–	0.02%	189
2025 Q1	$26.6K	Hold	160	–	–	0.02%	190
2024 Q4	$27.6K	Buy	+160	New	+$28.1K	0.02%	184

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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Hopwood Financial Services's SPG Position: Q4 2025 in Review

Hopwood Financial Services sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 160 shares — an estimated $30K sold.

Hopwood Financial Services first reported a position in SPG in Q4 2024 and held it in 4 quarters. The position peaked at $30K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

Hopwood Financial Services reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 160 Simon Property Group shares in Q4 2025, an estimated $30K.
Hopwood Financial Services first reported a position in Simon Property Group in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's Simon Property Group position peaked at $30K in Q3 2025.
1,290 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.