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Marshall & Sterling Wealth Advisors’s Simon Property Group SPG Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-6
Closed -$1.13K – 579
2025
Q3 		$1.13K Hold
6
– – ﹤0.01% 584
2025
Q2 		$964 Hold
6
– – ﹤0.01% 581
2025
Q1 		$996 Buy
+6
New +$1.05K ﹤0.01% 585

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 $3.38T AUM 44.17% 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

Marshall & Sterling Wealth Advisors's SPG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 6 shares — an estimated $1.13K sold.

Marshall & Sterling Wealth Advisors first reported a position in SPG in Q1 2025 and held it in 3 quarters. The position peaked at $1.13K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 6 Simon Property Group shares in Q4 2025, an estimated $1.13K.
  • Marshall & Sterling Wealth Advisors first reported a position in Simon Property Group in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Simon Property Group position peaked at $1.13K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.