Stephens Consulting’s Simon Property Group SPG Stock Holding History

Stephens Consulting’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 Q3	–	Sell	-9	Closed	-$1.45K	–	1048
2025 Q2	$1.45K	Buy	+9	New	+$1.42K	﹤0.01%	577

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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stephens Consulting's SPG Position: Q3 2025 in Review

Stephens Consulting sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 9 shares — an estimated $1.45K sold.

Stephens Consulting first reported a position in SPG in Q2 2025 and held it in 1 quarter. The position peaked at $1.45K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

Stephens Consulting reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 9 Simon Property Group shares in Q3 2025, an estimated $1.45K.
Stephens Consulting first reported a position in Simon Property Group in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Simon Property Group position peaked at $1.45K in Q2 2025.
1,222 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.