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

IBEX 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 Q1	–	Sell	-2,346	Closed	-$404K	–	198
2024 Q4	$404K	Buy	+2,346	New	+$412K	0.05%	157
2023 Q1	$1.26M	Buy	+11,297	New	+$1.35M	0.33%	68
2022 Q1	–	Sell	-16,393	Closed	-$2.62M	–	201
2021 Q4	$2.62M	Buy	16,393 +1,313	+9%	+$200K	0.46%	78
2021 Q3	$1.96M	Buy	15,080 +1,751	+13%	+$228K	0.38%	87
2021 Q2	$1.74M	Buy	13,329 +494	+4%	+$61.4K	0.35%	92
2021 Q1	$1.46M	Buy	+12,835	New	+$1.34M	0.36%	84
2016 Q4	–	Sell	-4,351	Closed	-$901K	–	466
2016 Q3	$901K	Buy	+4,351	New	+$943K	0.49%	68

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

IBEX Wealth Advisors's SPG Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 2,346 shares — an estimated $404K sold.

IBEX Wealth Advisors first reported a position in SPG in Q3 2016 and held it in 7 quarters. The position peaked at $2.62M in Q4 2021. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

IBEX Wealth Advisors reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
IBEX Wealth Advisors sold 2,346 Simon Property Group shares in Q1 2025, an estimated $404K.
IBEX Wealth Advisors first reported a position in Simon Property Group in Q3 2016 and held it in 7 quarters.
IBEX Wealth Advisors's Simon Property Group position peaked at $2.62M in Q4 2021.
1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.