PFG Private Wealth Management’s Simon Property Group SPG Stock Holding History

PFG Private 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	–	Sell	-17	Closed	-$2.82K	–	223
2025 Q1	$2.82K	Hold	17	–	–	﹤0.01%	215
2024 Q4	$2.93K	Hold	17	–	–	﹤0.01%	185
2024 Q3	$2.87K	Hold	17	–	–	﹤0.01%	188
2024 Q2	$2.58K	Hold	17	–	–	﹤0.01%	193
2024 Q1	$2.66K	Sell	17 -8	-32%	-$1.17K	﹤0.01%	181
2023 Q4	$3.57K	Sell	25 -20	-44%	-$2.42K	﹤0.01%	170
2023 Q3	$4.86K	Sell	45 -112	-71%	-$13.1K	﹤0.01%	222
2023 Q2	$18.1K	Buy	157 +81	+107%	+$8.82K	0.01%	187
2023 Q1	$8.51K	Buy	76 +37	+95%	+$4.42K	0.01%	211
2022 Q4	$5K	Sell	39 -737	-95%	-$81.9K	﹤0.01%	227
2022 Q3	$70K	Hold	776	–	–	0.05%	123
2022 Q2	$74K	Buy	776 +24	+3%	+$2.75K	0.04%	141
2022 Q1	$99K	Buy	752 +732	+3,660%	+$104K	0.05%	128
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	276
2021 Q3	$3K	Buy	+20	New	+$2.6K	﹤0.01%	268

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG Private Wealth Management's SPG Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 17 shares — an estimated $2.82K sold.

PFG Private Wealth Management first reported a position in SPG in Q3 2021 and held it in 15 quarters. The position peaked at $99K in Q1 2022. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

PFG Private Wealth Management reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 17 Simon Property Group shares in Q2 2025, an estimated $2.82K.
PFG Private Wealth Management first reported a position in Simon Property Group in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Simon Property Group position peaked at $99K in Q1 2022.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.