Moneta Group Investment Advisors’s Simon Property Group SPG Stock Holding History

Moneta Group Investment 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	-1,067	Closed	-$200K	–	850
2025 Q3	$200K	Buy	+1,067	New	+$184K	﹤0.01%	764
2022 Q1	–	Sell	-1,371	Closed	-$219K	–	489
2021 Q4	$219K	Buy	+1,371	New	+$209K	0.01%	440
2018 Q1	–	Sell	-3	Closed	-$1K	–	704
2017 Q4	$1K	Buy	+3	New	+$487	﹤0.01%	439

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Moneta Group Investment Advisors's SPG Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 1,067 shares — an estimated $200K sold.

Moneta Group Investment Advisors first reported a position in SPG in Q4 2017 and held it in 3 quarters. The position peaked at $219K in Q4 2021. 1,290 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

Moneta Group Investment Advisors reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 1,067 Simon Property Group shares in Q4 2025, an estimated $200K.
Moneta Group Investment Advisors first reported a position in Simon Property Group in Q4 2017 and held it in 3 quarters.
Moneta Group Investment Advisors's Simon Property Group position peaked at $219K in Q4 2021.
1,290 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.