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Parkworth Wealth Management’s Simon Property Group SPG Stock Holding History

Parkworth Wealth Management’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
Q2 		$8.79K Buy
55
+3
+6% +$474 0.01% 151
2025
Q1 		$8.58K Hold
52
– – 0.01% 138
2024
Q4 		$8.9K Buy
+52
New +$9.13K 0.01% 145

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkworth Wealth Management's SPG Position: Q2 2025 in Review

Parkworth Wealth Management increased its Simon Property Group (SPG) stake by 5.8% in Q2 2025, buying an estimated $474 and bringing the position to 55 shares worth $8.79K. The position accounts for 0.01% of the portfolio, ranked #151.

Parkworth Wealth Management first reported a position in SPG in Q4 2024 and has held it in 3 quarters since. The position peaked at $8.9K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

  • Parkworth Wealth Management held 55 shares of Simon Property Group worth $8.79K as of Q2 2025.
  • Parkworth Wealth Management bought 3 Simon Property Group shares in Q2 2025, an estimated $474.
  • Simon Property Group made up 0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #151 holding.
  • Parkworth Wealth Management first reported a position in Simon Property Group in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Simon Property Group position peaked at $8.9K in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.