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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

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Cohen & Steers
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Capital World Investors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return