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Legacy Financial Advisors’s Simon Property Group SPG Stock Holding History

Legacy Financial 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
Q4 		– Sell
-2,807
Closed -$527K – 452
2025
Q3 		$527K Buy
+2,807
New +$485K 0.07% 227
2025
Q2 		– Sell
-2,338
Closed -$388K – 406
2025
Q1 		$388K Sell
2,338
-192
-8% -$33.6K 0.06% 244
2024
Q4 		$436K Buy
2,530
+45
+2% +$7.9K 0.07% 215
2024
Q3 		$420K Buy
2,485
+24
+1% +$3.8K 0.07% 222
2024
Q2 		$374K Buy
2,461
+104
+4% +$15.3K 0.07% 220
2024
Q1 		$369K Buy
2,357
+74
+3% +$10.9K 0.07% 211
2023
Q4 		$326K Buy
2,283
+61
+3% +$7.37K 0.06% 220
2023
Q3 		$240K Buy
2,222
+370
+20% +$43.3K 0.05% 230
2023
Q2 		$214K Buy
+1,852
New +$202K 0.04% 240
2023
Q1 		– Sell
-1,882
Closed -$221K – 266
2022
Q4 		$221K Buy
+1,882
New +$209K 0.05% 218
2019
Q2 		– Sell
-206
Closed -$38K – 781
2019
Q1 		$38K Buy
206
+31
+18% +$5.51K 0.01% 321
2018
Q4 		$29K Sell
175
-28
-14% -$5.01K 0.01% 344
2018
Q3 		$35K Sell
203
-28
-12% -$4.95K 0.01% 290
2018
Q2 		$40K Buy
231
+28
+14% +$4.46K 0.02% 276
2018
Q1 		$31K Buy
203
+14
+7% +$2.23K 0.01% 301
2017
Q4 		$32K Buy
+189
New +$30.7K 0.01% 301

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Financial Advisors's SPG Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 2,807 shares — an estimated $527K sold.

Legacy Financial Advisors first reported a position in SPG in Q4 2017 and held it in 16 quarters. The position peaked at $527K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 2,807 Simon Property Group shares in Q4 2025, an estimated $527K.
  • Legacy Financial Advisors first reported a position in Simon Property Group in Q4 2017 and held it in 16 quarters.
  • Legacy Financial Advisors's Simon Property Group position peaked at $527K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.