Spectrum Wealth Counsel’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
Other funds holding SPG
Spectrum Wealth Counsel's SPG Position: Q1 2025 in Review
Spectrum Wealth Counsel reduced its Simon Property Group (SPG) stake by 1.6% in Q1 2025, selling an estimated $120K and leaving 42,614 shares worth $7.08M. The position accounts for 0.85% of the portfolio, ranked #38.
Spectrum Wealth Counsel first reported a position in SPG in Q4 2023 and has held it in 6 quarters since. The position peaked at $7.46M in Q4 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.
- Spectrum Wealth Counsel held 42,614 shares of Simon Property Group worth $7.08M as of Q1 2025.
- Spectrum Wealth Counsel sold 687 Simon Property Group shares in Q1 2025, an estimated $120K.
- Simon Property Group made up 0.85% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #38 holding.
- Spectrum Wealth Counsel first reported a position in Simon Property Group in Q4 2023 and has held it in 6 quarters since.
- Spectrum Wealth Counsel's Simon Property Group position peaked at $7.46M in Q4 2024.
- 1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.
Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.