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ORG Partners’s Simon Property Group SPG Stock Holding History

ORG Partners’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
Q4 		$156K Buy
845
+47
+6% +$8.54K 0.03% 367
2025
Q3 		$150K Buy
798
+52
+7% +$8.98K 0.03% 386
2025
Q2 		$123K Buy
746
+8
+1% +$1.26K 0.03% 390
2025
Q1 		$123K Sell
738
-2,665
-78% -$466K 0.03% 344
2024
Q4 		$587K Buy
3,403
+391
+13% +$68.6K 0.08% 164
2024
Q3 		$510K Buy
3,012
+39
+1% +$6.17K 0.08% 164
2024
Q2 		$436K Buy
+2,973
New +$438K 0.05% 267
2023
Q4 		– Sell
-3,301
Closed -$357K – 1324
2023
Q3 		$357K Buy
3,301
+39
+1% +$4.57K 0.11% 198
2023
Q2 		$381K Buy
+3,262
New +$355K 0.06% 267

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ORG Partners's SPG Position: Q4 2025 in Review

ORG Partners increased its Simon Property Group (SPG) stake by 5.9% in Q4 2025, buying an estimated $8.54K and bringing the position to 845 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #367.

ORG Partners first reported a position in SPG in Q2 2023 and has held it in 9 quarters since. The position peaked at $587K in Q4 2024. 1,289 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • ORG Partners held 845 shares of Simon Property Group worth $156K as of Q4 2025.
  • ORG Partners bought 47 Simon Property Group shares in Q4 2025, an estimated $8.54K.
  • Simon Property Group made up 0.03% of ORG Partners's portfolio in Q4 2025, its #367 holding.
  • ORG Partners first reported a position in Simon Property Group in Q2 2023 and has held it in 9 quarters since.
  • ORG Partners's Simon Property Group position peaked at $587K in Q4 2024.
  • 1,289 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.