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Optimum Investment Advisors’s Simon Property Group SPG Stock Holding History

Optimum Investment Advisors’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 		$497K Sell
2,649
-100
-4% -$17.3K 0.2% 96
2025
Q2 		$442K Sell
2,749
-30
-1% -$4.74K 0.19% 102
2025
Q1 		$462K Hold
2,779
– – 0.22% 94
2024
Q4 		$479K Sell
2,779
-200
-7% -$35.1K 0.21% 97
2024
Q3 		$504K Hold
2,979
– – 0.22% 99
2024
Q2 		$452K Sell
2,979
-500
-14% -$73.7K 0.2% 108
2024
Q1 		$544K Sell
3,479
-250
-7% -$36.7K 0.25% 89
2023
Q4 		$532K Sell
3,729
-137
-4% -$16.6K 0.27% 87
2023
Q3 		$418K Sell
3,866
-95
-2% -$11.1K 0.21% 113
2023
Q2 		$457K Hold
3,961
– – 0.22% 108
2023
Q1 		$444K Sell
3,961
-130
-3% -$15.5K 0.23% 107
2022
Q4 		$481K Hold
4,091
– – 0.26% 96
2022
Q3 		$367K Buy
4,091
+777
+23% +$79.5K 0.2% 117
2022
Q2 		$315K Hold
3,314
– – 0.16% 137
2022
Q1 		$436K Sell
3,314
-64
-2% -$9.12K 0.18% 120
2021
Q4 		$540K Hold
3,378
– – 0.21% 106
2021
Q3 		$439K Sell
3,378
-982
-23% -$128K 0.19% 121
2021
Q2 		$569K Sell
4,360
-274
-6% -$34.1K 0.18% 126
2021
Q1 		$527K Buy
4,634
+14
+0.3% +$1.46K 0.15% 137
2020
Q4 		$394K Sell
4,620
-280
-6% -$21.4K 0.12% 162
2020
Q3 		$317K Buy
4,900
+3,650
+292% +$239K 0.11% 167
2020
Q2 		$85K Hold
1,250
– – 0.03% 351
2020
Q1 		$69K Sell
1,250
-100
-7% -$12K 0.03% 364
2019
Q4 		$201K Buy
1,350
+1,050
+350% +$157K 0.06% 274
2019
Q3 		$47K Buy
+300
New +$46.7K 0.01% 525

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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

Optimum Investment Advisors's SPG Position: Q3 2025 in Review

Optimum Investment Advisors reduced its Simon Property Group (SPG) stake by 3.6% in Q3 2025, selling an estimated $17.3K and leaving 2,649 shares worth $497K. The position accounts for 0.2% of the portfolio, ranked #96.

Optimum Investment Advisors first reported a position in SPG in Q3 2019 and has held it in 25 quarters since. The position peaked at $569K in Q2 2021. 1,220 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • Optimum Investment Advisors held 2,649 shares of Simon Property Group worth $497K as of Q3 2025.
  • Optimum Investment Advisors sold 100 Simon Property Group shares in Q3 2025, an estimated $17.3K.
  • Simon Property Group made up 0.2% of Optimum Investment Advisors's portfolio in Q3 2025, its #96 holding.
  • Optimum Investment Advisors first reported a position in Simon Property Group in Q3 2019 and has held it in 25 quarters since.
  • Optimum Investment Advisors's Simon Property Group position peaked at $569K in Q2 2021.
  • 1,220 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.