Marcum Wealth’s Simon Property Group SPG Stock Holding History

Marcum 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 Q1	–	Sell	-1,180	Closed	-$203K	–	421
2024 Q4	$203K	Buy	+1,180	New	+$207K	0.02%	362
2021 Q3	–	Sell	-1,583	Closed	-$207K	–	379
2021 Q2	$207K	Buy	+1,583	New	+$197K	0.03%	277

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

Marcum Wealth's SPG Position: Q1 2025 in Review

Marcum Wealth sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 1,180 shares — an estimated $203K sold.

Marcum Wealth first reported a position in SPG in Q2 2021 and held it in 2 quarters. The position peaked at $207K in Q2 2021. 1,197 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

Marcum Wealth reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
Marcum Wealth sold 1,180 Simon Property Group shares in Q1 2025, an estimated $203K.
Marcum Wealth first reported a position in Simon Property Group in Q2 2021 and held it in 2 quarters.
Marcum Wealth's Simon Property Group position peaked at $207K in Q2 2021.
1,197 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.