Premier Path Wealth Partners’s Simon Property Group SPG Stock Holding History

Premier Path Wealth 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
2026 Q1	$739K	Buy	3,960 +517	+15%	+$98.6K	0.1%	199
2025 Q4	$637K	Buy	3,443 +198	+6%	+$36K	0.08%	221
2025 Q3	$609K	Buy	3,245 +13	+0.4%	+$2.24K	0.08%	239
2025 Q2	$520K	Sell	3,232 -303	-9%	-$47.9K	0.07%	240
2025 Q1	$587K	Sell	3,535 -4	-0.1%	-$699	0.09%	216
2024 Q4	$609K	Sell	3,539 -7,638	-68%	-$1.34M	0.09%	208
2024 Q3	$1.89M	Buy	11,177 +141	+1%	+$22.3K	0.3%	84
2024 Q2	$1.68M	Buy	11,036 +393	+4%	+$57.9K	0.29%	86
2024 Q1	$1.66M	Buy	10,643 +106	+1%	+$15.5K	0.31%	82
2023 Q4	$1.51M	Buy	+10,537	New	+$1.27M	0.34%	67

Other funds holding SPG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return