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NewSquare Capital’s Simon Property Group SPG Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-128
Closed -$20.6K – 1081
2025
Q2 		$20.6K Buy
128
+39
+44% +$6.16K ﹤0.01% 472
2025
Q1 		$14.8K Buy
89
+66
+287% +$11.5K ﹤0.01% 441
2024
Q4 		$3.96K Buy
+23
New +$4.04K ﹤0.01% 397
2023
Q4 		– Sell
-51
Closed -$5.51K – 614
2023
Q3 		$5.51K Buy
+51
New +$5.97K ﹤0.01% 372
2022
Q4 		– Sell
-11
Closed -$1K – 870
2022
Q3 		$1K Buy
+11
New +$1.13K ﹤0.01% 412
2022
Q1 		– Sell
-5,156
Closed -$824K – 460
2021
Q4 		$824K Buy
+5,156
New +$787K 0.09% 130
2020
Q3 		– Sell
-14
Closed -$1K – 402
2020
Q2 		$1K Buy
+14
New +$878 ﹤0.01% 358

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewSquare Capital's SPG Position: Q3 2025 in Review

NewSquare Capital sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 128 shares — an estimated $20.6K sold.

NewSquare Capital first reported a position in SPG in Q2 2020 and held it in 7 quarters. The position peaked at $824K in Q4 2021. 1,222 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • NewSquare Capital reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 128 Simon Property Group shares in Q3 2025, an estimated $20.6K.
  • NewSquare Capital first reported a position in Simon Property Group in Q2 2020 and held it in 7 quarters.
  • NewSquare Capital's Simon Property Group position peaked at $824K in Q4 2021.
  • 1,222 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.