Schechter Investment Advisors’s Simon Property Group SPG Stock Holding History

Schechter Investment 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 Q1	$450K	Sell	2,708 -1,097	-29%	-$192K	0.04%	392
2024 Q4	$655K	Sell	3,805 -124	-3%	-$21.8K	0.05%	326
2024 Q3	$664K	Buy	3,929 +30	+0.8%	+$4.75K	0.05%	338
2024 Q2	$592K	Buy	3,899 +348	+10%	+$51.3K	0.04%	337
2024 Q1	$556K	Buy	3,551 +148	+4%	+$21.7K	0.04%	356
2023 Q4	$485K	Buy	3,403 +81	+2%	+$9.79K	0.04%	353
2023 Q3	$359K	Buy	3,322 +400	+14%	+$46.8K	0.03%	411
2023 Q2	$337K	Buy	2,922 +958	+49%	+$104K	0.03%	466
2023 Q1	$220K	Sell	1,964 -716	-27%	-$85.5K	0.02%	594
2022 Q4	$315K	Buy	+2,680	New	+$298K	0.03%	619
2022 Q2	–	Sell	-2,469	Closed	-$325K	–	1002
2022 Q1	$325K	Buy	2,469 +191	+8%	+$27.2K	0.03%	677
2021 Q4	$364K	Buy	+2,278	New	+$348K	0.03%	613

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schechter Investment Advisors's SPG Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Simon Property Group (SPG) stake by 29% in Q1 2025, selling an estimated $192K and leaving 2,708 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #392.

Schechter Investment Advisors first reported a position in SPG in Q4 2021 and has held it in 12 quarters since. The position peaked at $664K in Q3 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

Schechter Investment Advisors held 2,708 shares of Simon Property Group worth $450K as of Q1 2025.
Schechter Investment Advisors sold 1,097 Simon Property Group shares in Q1 2025, an estimated $192K.
Simon Property Group made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #392 holding.
Schechter Investment Advisors first reported a position in Simon Property Group in Q4 2021 and has held it in 12 quarters since.
Schechter Investment Advisors's Simon Property Group position peaked at $664K in Q3 2024.
1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.