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Redmont Wealth Advisors’s Simon Property Group SPG Stock Holding History

Redmont Wealth Advisors’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 		$10.4K Hold
56
– – 0.02% 181
2025
Q3 		$10.5K Hold
56
– – 0.01% 186
2025
Q2 		$9K Buy
56
+30
+115% +$4.74K 0.01% 190
2025
Q1 		$4.32K Buy
+26
New +$4.54K 0.01% 135
2024
Q4 		– Sell
-56
Closed -$9.46K – 268
2024
Q3 		$9.46K Hold
56
– – 0.01% 181
2024
Q2 		$8.5K Hold
56
– – 0.01% 193
2024
Q1 		$8.76K Buy
+56
New +$8.21K 0.01% 195

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

Redmont Wealth Advisors's SPG Position: Q4 2025 in Review

Redmont Wealth Advisors held its Simon Property Group (SPG) position steady in Q4 2025 at 56 shares worth $10.4K. The position accounts for 0.02% of the portfolio, ranked #181.

Redmont Wealth Advisors first reported a position in SPG in Q1 2024 and has held it in 7 quarters since. The position peaked at $10.5K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Redmont Wealth Advisors held 56 shares of Simon Property Group worth $10.4K as of Q4 2025.
  • Redmont Wealth Advisors left its Simon Property Group share count unchanged in Q4 2025.
  • Simon Property Group made up 0.02% of Redmont Wealth Advisors's portfolio in Q4 2025, its #181 holding.
  • Redmont Wealth Advisors first reported a position in Simon Property Group in Q1 2024 and has held it in 7 quarters since.
  • Redmont Wealth Advisors's Simon Property Group position peaked at $10.5K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.