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Richards, Merrill & Peterson’s Simon Property Group SPG Stock Holding History

Richards, Merrill & Peterson’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
-35
Closed -$5.81K – 437
2025
Q1 		$5.81K Hold
35
– – ﹤0.01% 429
2024
Q4 		$6.03K Buy
+35
New +$6.14K ﹤0.01% 414

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

Richards, Merrill & Peterson's SPG Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 35 shares — an estimated $5.81K sold.

Richards, Merrill & Peterson first reported a position in SPG in Q4 2024 and held it in 2 quarters. The position peaked at $6.03K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 35 Simon Property Group shares in Q2 2025, an estimated $5.81K.
  • Richards, Merrill & Peterson first reported a position in Simon Property Group in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Simon Property Group position peaked at $6.03K in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.