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IBEX Wealth Advisors’s Tanger SKT Stock Holding History

IBEX Wealth Advisors’s Portfolio SKT Stock Details SKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-22,329
Closed -$754K – 206
2025
Q1 		$754K Buy
22,329
+862
+4% +$28.9K 0.1% 108
2024
Q4 		$733K Buy
+21,467
New +$748K 0.09% 132
2024
Q3 		– Sell
-17,815
Closed -$483K – 241
2024
Q2 		$483K Buy
+17,815
New +$490K 0.08% 97
2024
Q1 		– Sell
-18
Closed -$510 – 146
2023
Q4 		$510 Sell
18
-19,307
-100% -$480K 0.11% 81
2023
Q3 		$437K Buy
+19,325
New +$450K 0.11% 87
2019
Q2 		– Sell
-98,803
Closed -$2.07M – 432
2019
Q1 		$2.07M Buy
98,803
+42,810
+76% +$922K 0.73% 62
2018
Q4 		$1.13M Buy
55,993
+31,424
+128% +$707K 0.52% 53
2018
Q3 		$546K Buy
+24,569
New +$581K 0.2% 87

Other funds holding SKT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IBEX Wealth Advisors's SKT Position: Q2 2025 in Review

IBEX Wealth Advisors sold out of Tanger (SKT) in Q2 2025, closing a stake of 22,329 shares — an estimated $754K sold.

IBEX Wealth Advisors first reported a position in SKT in Q3 2018 and held it in 8 quarters. The position peaked at $2.07M in Q1 2019. 325 funds tracked by Wall St. Rank hold SKT as of Q2 2025.

  • IBEX Wealth Advisors reported no remaining Tanger position as of Q2 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 22,329 Tanger shares in Q2 2025, an estimated $754K.
  • IBEX Wealth Advisors first reported a position in Tanger in Q3 2018 and held it in 8 quarters.
  • IBEX Wealth Advisors's Tanger position peaked at $2.07M in Q1 2019.
  • 325 funds tracked by Wall St. Rank held Tanger as of Q2 2025.

Based on IBEX Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.