Householder Group Estate & Retirement Specialist’s Simon Property Group SPG Stock Holding History

Householder Group Estate & Retirement Specialist’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	$10K	Sell	61 -248	-80%	-$43.5K	0.01%	366
2024 Q3	$52K	Hold	309	–	–	0.02%	473
2024 Q2	$46K	Buy	309 +65	+27%	+$9.57K	0.01%	498
2024 Q1	$38.2K	Sell	244 -10	-4%	-$1.47K	0.01%	529
2023 Q4	$36K	Sell	254 -90	-26%	-$10.9K	0.01%	529
2023 Q3	$37.2K	Buy	+344	New	+$40.3K	0.01%	508
2023 Q1	$27K	Buy	+244	New	+$29.1K	0.01%	575
2022 Q4	–	Sell	-244	Closed	-$21K	–	1012
2022 Q3	$21K	Buy	+244	New	+$25K	0.01%	571

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SPG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Simon Property Group (SPG) stake by 80% in Q4 2024, selling an estimated $43.5K and leaving 61 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #366.

Householder Group Estate & Retirement Specialist first reported a position in SPG in Q3 2022 and has held it in 8 quarters since. The position peaked at $52K in Q3 2024. 1,191 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

Householder Group Estate & Retirement Specialist held 61 shares of Simon Property Group worth $10K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 248 Simon Property Group shares in Q4 2024, an estimated $43.5K.
Simon Property Group made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #366 holding.
Householder Group Estate & Retirement Specialist first reported a position in Simon Property Group in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Simon Property Group position peaked at $52K in Q3 2024.
1,191 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.