Mather Group’s Simon Property Group SPG Stock Holding History

Mather Group’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
2026 Q1	$654K	Buy	3,506 +151	+5%	+$28.8K	0.01%	430
2025 Q4	$621K	Buy	3,355 +332	+11%	+$60.3K	0.01%	366
2025 Q3	$567K	Buy	3,023 +7	+0.2%	+$1.21K	0.01%	379
2025 Q2	$485K	Sell	3,016 -506	-14%	-$79.9K	0.01%	397
2025 Q1	$585K	Buy	3,522 +166	+5%	+$29K	0.01%	345
2024 Q4	$578K	Sell	3,356 -104	-3%	-$18.3K	0.01%	325
2024 Q3	$585K	Buy	3,460 +428	+14%	+$67.8K	0.01%	333
2024 Q2	$475K	Sell	3,032 -47	-2%	-$6.92K	0.01%	425
2024 Q1	$439K	Buy	3,079 +13	+0.4%	+$1.91K	0.01%	365
2023 Q4	$437K	Sell	3,066 -627	-17%	-$75.8K	0.01%	379
2023 Q3	$399K	Sell	3,693 -26	-0.7%	-$3.04K	0.01%	375
2023 Q2	$429K	Buy	+3,719	New	+$405K	0.01%	376
2022 Q1	–	Sell	-1,362	Closed	-$218K	–	471
2021 Q4	$218K	Buy	+1,362	New	+$208K	﹤0.01%	361

Other funds holding SPG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors

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

Bank of America

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return