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

Napa 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
2024 Q4	–	Sell	-1,547	Closed	-$261K	–	208
2024 Q3	$261K	Buy	+1,547	New	+$245K	0.12%	143
2024 Q1	–	Sell	-22,088	Closed	-$3.15M	–	105
2023 Q4	$3.15M	Buy	+22,088	New	+$2.67M	1.71%	8

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

Norges Bank Oslo, Norway $935B AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Napa Wealth Management's SPG Position: Q4 2024 in Review

Napa Wealth Management sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 1,547 shares — an estimated $261K sold.

Napa Wealth Management first reported a position in SPG in Q4 2023 and held it in 2 quarters. The position peaked at $3.15M in Q4 2023. 1,191 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

Napa Wealth Management reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
Napa Wealth Management sold 1,547 Simon Property Group shares in Q4 2024, an estimated $261K.
Napa Wealth Management first reported a position in Simon Property Group in Q4 2023 and held it in 2 quarters.
Napa Wealth Management's Simon Property Group position peaked at $3.15M in Q4 2023.
1,191 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.