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Socha Financial Group’s Simon Property Group SPG Stock Holding History

Socha Financial Group’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
-1,250
Closed -$235K – 22
2025
Q3 		$235K Hold
1,250
– – 0.1% 21
2025
Q2 		$201K Sell
1,250
-500
-29% -$79K 0.09% 24
2025
Q1 		$291K Hold
1,750
– – 0.14% 18
2024
Q4 		$301K Buy
1,750
+100
+6% +$17.6K 0.14% 20
2024
Q3 		$279K Hold
1,650
– – 0.12% 20
2024
Q2 		$250K Buy
1,650
+200
+14% +$29.5K 0.12% 18
2024
Q1 		$227K Buy
+1,450
New +$213K 0.1% 29
2023
Q4 		– Sell
-2,250
Closed -$243K – 31
2023
Q3 		$243K Hold
2,250
– – 0.13% 26
2023
Q2 		$260K Hold
2,250
– – 0.14% 24
2023
Q1 		$252K Buy
2,250
+281
+14% +$33.6K 0.16% 18
2022
Q4 		$231K Buy
+1,969
New +$219K 0.16% 22

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Socha Financial Group's SPG Position: Q4 2025 in Review

Socha Financial Group sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 1,250 shares — an estimated $235K sold.

Socha Financial Group first reported a position in SPG in Q4 2022 and held it in 11 quarters. The position peaked at $301K in Q4 2024. 1,286 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Socha Financial Group reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
  • Socha Financial Group sold 1,250 Simon Property Group shares in Q4 2025, an estimated $235K.
  • Socha Financial Group first reported a position in Simon Property Group in Q4 2022 and held it in 11 quarters.
  • Socha Financial Group's Simon Property Group position peaked at $301K in Q4 2024.
  • 1,286 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Socha Financial Group's 13F filing for Q4 2025, filed 30 Jan 2026.