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

SOA 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 Q2	–	Sell	-2	Closed	-$332	–	931
2025 Q1	$332	Hold	2	–	–	﹤0.01%	812
2024 Q4	$344	Buy	+2	New	+$351	﹤0.01%	799
2024 Q2	–	Sell	-1	Closed	-$156	–	913
2024 Q1	$156	Hold	1	–	–	﹤0.01%	858
2023 Q4	$143	Hold	1	–	–	﹤0.01%	861
2023 Q3	$108	Hold	1	–	–	﹤0.01%	901
2023 Q2	$115	Hold	1	–	–	﹤0.01%	903
2023 Q1	$112	Sell	1 -170	-99%	-$20.3K	﹤0.01%	930
2022 Q4	$20.1K	Sell	171 -80	-32%	-$8.89K	0.01%	403
2022 Q3	$22K	Sell	251 -50	-17%	-$5.11K	0.01%	371
2022 Q2	$28K	Buy	301 +7	+2%	+$802	0.01%	337
2022 Q1	$38K	Buy	294 +280	+2,000%	+$39.9K	0.01%	349
2021 Q4	$2K	Sell	14 -469	-97%	-$71.6K	﹤0.01%	790
2021 Q3	$62K	Buy	483 +44	+10%	+$5.73K	0.02%	280
2021 Q2	$57K	Buy	439 +426	+3,277%	+$53K	0.01%	296
2021 Q1	$1K	Buy	13 +9	+225%	+$939	﹤0.01%	788
2020 Q4	$0	Buy	+4	New	+$305	﹤0.01%	882

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

SOA Wealth Advisors's SPG Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Simon Property Group (SPG) in Q2 2025, closing a stake of 2 shares — an estimated $332 sold.

SOA Wealth Advisors first reported a position in SPG in Q4 2020 and held it in 16 quarters. The position peaked at $62K in Q3 2021. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

SOA Wealth Advisors reported no remaining Simon Property Group position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 2 Simon Property Group shares in Q2 2025, an estimated $332.
SOA Wealth Advisors first reported a position in Simon Property Group in Q4 2020 and held it in 16 quarters.
SOA Wealth Advisors's Simon Property Group position peaked at $62K in Q3 2021.
1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.