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Pathway Financial Advisers’s Simon Property Group SPG Stock Holding History

Pathway Financial Advisers’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 		– Sell
-110
Closed -$20.5K – 319
2025
Q3 		$20.5K Buy
+110
New +$19K 0.01% 297
2025
Q1 		– Sell
-106
Closed -$18.1K – 372
2024
Q4 		$18.1K Buy
106
+2
+2% +$351 0.01% 316
2024
Q3 		$17.6K Sell
104
-84
-45% -$13.3K 0.01% 257
2024
Q2 		$28.5K Buy
188
+6
+3% +$884 0.01% 265
2024
Q1 		$28.6K Sell
182
-2,775
-94% -$407K 0.01% 274
2023
Q4 		$422K Sell
2,957
-36
-1% -$4.35K 0.16% 126
2023
Q3 		$323K Buy
+2,993
New +$351K 0.13% 137
2023
Q1 		$324K Buy
2,895
+49
+2% +$5.85K 0.13% 138
2022
Q4 		$334K Buy
+2,846
New +$316K 0.14% 133

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pathway Financial Advisers's SPG Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 110 shares — an estimated $20.5K sold.

Pathway Financial Advisers first reported a position in SPG in Q4 2022 and held it in 9 quarters. The position peaked at $422K in Q4 2023. 1,287 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 110 Simon Property Group shares in Q4 2025, an estimated $20.5K.
  • Pathway Financial Advisers first reported a position in Simon Property Group in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Simon Property Group position peaked at $422K in Q4 2023.
  • 1,287 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.