MWM
SPG icon

Moran Wealth Management’s Simon Property Group SPG Stock Holding History

Moran Wealth Management’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 		$1.74M Sell
9,321
-3,853
-29% -$735K 0.05% 325
2025
Q4 		$2.44M Buy
13,174
+282
+2% +$51.2K 0.07% 265
2025
Q3 		$2.42M Sell
12,892
-215
-2% -$37.1K 0.07% 264
2025
Q2 		$2.11M Sell
13,107
-38
-0.3% -$6K 0.07% 281
2025
Q1 		$2.18M Sell
13,145
-116
-0.9% -$20.3K 0.07% 263
2024
Q4 		$2.28M Sell
13,261
-146
-1% -$25.6K 0.07% 246
2024
Q3 		$2.27M Buy
13,407
+13
+0.1% +$2.06K 0.07% 253
2024
Q2 		$2.03M Sell
13,394
-425
-3% -$62.6K 0.07% 248
2024
Q1 		$2.16M Buy
13,819
+2,996
+28% +$439K 0.07% 253
2023
Q4 		$1.54M Buy
+10,823
New +$1.31M 0.05% 268

Other funds holding SPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
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