Impact Partnership Wealth’s Simon Property Group SPG Stock Holding History

Impact Partnership Wealth’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	-4,123	Closed	-$685K	–	351
2025 Q1	$685K	Sell	4,123 -785	-16%	-$137K	0.15%	78
2024 Q4	$845K	Buy	4,908 +26	+0.5%	+$4.56K	0.17%	67
2024 Q3	$825K	Sell	4,882 -1	-0%	-$158	0.19%	62
2024 Q2	$741K	Buy	4,883 +4,504	+1,188%	+$663K	0.19%	68
2024 Q1	$59.4K	Sell	379 -5,323	-93%	-$781K	0.02%	299
2023 Q4	$813K	Buy	5,702 +1,264	+28%	+$153K	0.3%	44
2023 Q3	$479K	Sell	4,438 -556	-11%	-$65.1K	0.15%	76
2023 Q2	$577K	Buy	+4,994	New	+$544K	0.2%	53

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Impact Partnership Wealth's SPG Position: Q2 2025 in Review

Impact Partnership Wealth sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 4,123 shares — an estimated $685K sold.

Impact Partnership Wealth first reported a position in SPG in Q2 2023 and held it in 8 quarters. The position peaked at $845K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

Impact Partnership Wealth reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
Impact Partnership Wealth sold 4,123 Simon Property Group shares in Q2 2025, an estimated $685K.
Impact Partnership Wealth first reported a position in Simon Property Group in Q2 2023 and held it in 8 quarters.
Impact Partnership Wealth's Simon Property Group position peaked at $845K in Q4 2024.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.