Saranac Partners’s Simon Property Group SPG Stock Holding History

Saranac 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
2025 Q4	–	Sell	-575	Closed	-$108K	–	137
2025 Q3	$108K	Buy	+575	New	+$99.3K	0.02%	252

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 $3.37T AUM 44.26% 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 $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Saranac Partners's SPG Position: Q4 2025 in Review

Saranac Partners sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 575 shares — an estimated $108K sold.

Saranac Partners first reported a position in SPG in Q3 2025 and held it in 1 quarter. The position peaked at $108K in Q3 2025. 1,287 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

Saranac Partners reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
Saranac Partners sold 575 Simon Property Group shares in Q4 2025, an estimated $108K.
Saranac Partners first reported a position in Simon Property Group in Q3 2025 and held it in 1 quarter.
Saranac Partners's Simon Property Group position peaked at $108K in Q3 2025.
1,287 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Saranac Partners's 13F filing for Q4 2025, filed 6 Feb 2026.