Naviter Wealth’s Simon Property Group SPG Stock Holding History

Naviter Wealth’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	$5.08M	Buy	27,211 +2,833	+12%	+$540K	0.63%	30
2025 Q4	$4.51M	Sell	24,378 -2,010	-8%	-$365K	0.59%	33
2025 Q3	$4.95M	Buy	26,388 +1,307	+5%	+$226K	0.58%	33
2025 Q2	$4.03M	Buy	25,081 +1,044	+4%	+$165K	0.5%	45
2025 Q1	$4M	Buy	24,037 +897	+4%	+$157K	0.48%	48
2024 Q4	$3.98M	Buy	23,140 +1,286	+6%	+$226K	0.48%	47
2024 Q3	$3.69M	Sell	21,854 -1,886	-8%	-$299K	0.51%	49
2024 Q2	$3.6M	Buy	23,740 +699	+3%	+$103K	0.54%	43
2024 Q1	$3.61M	Sell	23,041 -2,074	-8%	-$304K	0.59%	36
2023 Q4	$3.58M	Buy	25,115 +4,064	+19%	+$491K	0.72%	32
2023 Q3	$2.27M	Buy	21,051 +2,139	+11%	+$251K	0.55%	40
2023 Q2	$2.18M	Buy	18,912 +2,249	+13%	+$245K	0.56%	39
2023 Q1	$1.87M	Buy	16,663 +6,468	+63%	+$772K	0.65%	29
2022 Q4	$1.28M	Buy	10,195 +892	+10%	+$99.1K	0.35%	68
2022 Q3	$835K	Buy	9,303 +2,754	+42%	+$282K	0.34%	67
2022 Q2	$622K	Sell	6,549 -203	-3%	-$23.3K	0.26%	96
2022 Q1	$888K	Buy	6,752 +142	+2%	+$20.2K	0.3%	53
2021 Q4	$1.06M	Buy	+6,610	New	+$1.01M	0.32%	55

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