Rise Advisors’s Simon Property Group SPG Stock Holding History

Rise 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	–	Sell	-280	Closed	-$52.6K	–	1237
2025 Q3	$52.6K	Buy	280 +10	+4%	+$1.73K	0.02%	243
2025 Q2	$43.5K	Buy	270 +6	+2%	+$948	0.02%	271
2025 Q1	$43.9K	Sell	264 -26	-9%	-$4.54K	0.02%	247
2024 Q4	$49.9K	Buy	290 +6	+2%	+$1.05K	0.02%	230
2024 Q3	$47.9K	Buy	284 +4	+1%	+$633	0.02%	248
2024 Q2	$42.5K	Buy	280 +7	+3%	+$1.03K	0.02%	262
2024 Q1	$42.7K	Buy	273 +162	+146%	+$23.8K	0.02%	257
2023 Q4	$15.8K	Buy	111 +1	+0.9%	+$121	0.01%	274
2023 Q3	$11.8K	Buy	110 +2	+2%	+$234	0.01%	300
2023 Q2	$12.4K	Sell	108 -24	-18%	-$2.61K	0.01%	310
2023 Q1	$14.8K	Buy	132 +2	+2%	+$239	0.01%	300
2022 Q4	$15.3K	Buy	130 +2	+2%	+$222	0.01%	281
2022 Q3	$12K	Buy	128 +19	+17%	+$1.94K	0.01%	317
2022 Q2	$10K	Buy	109 +64	+142%	+$7.33K	0.01%	346
2022 Q1	$6K	Buy	+45	New	+$6.41K	0.01%	402

Other funds holding SPG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Rise Advisors's SPG Position: Q4 2025 in Review

Rise Advisors sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 280 shares — an estimated $52.6K sold.

Rise Advisors first reported a position in SPG in Q1 2022 and held it in 15 quarters. The position peaked at $52.6K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

Rise Advisors reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 280 Simon Property Group shares in Q4 2025, an estimated $52.6K.
Rise Advisors first reported a position in Simon Property Group in Q1 2022 and held it in 15 quarters.
Rise Advisors's Simon Property Group position peaked at $52.6K in Q3 2025.
1,290 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.