TCI Wealth Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,069
| Closed | -$201K | – | 270 |
|
|
2025
Q3 | $201K | Buy |
+1,069
| New | +$185K | 0.01% | 257 |
|
|
2023
Q2 | – | Sell |
-237
| Closed | -$26.6K | – | 1955 |
|
|
2023
Q1 | $26.6K | Hold |
237
| – | – | ﹤0.01% | 602 |
|
|
2022
Q4 | $27.8K | Buy |
237
+171
| +259% | +$19K | ﹤0.01% | 569 |
|
|
2022
Q3 | $6K | Sell |
66
-38
| -37% | -$3.89K | ﹤0.01% | 1377 |
|
|
2022
Q2 | $10K | Sell |
104
-60
| -37% | -$6.88K | ﹤0.01% | 1035 |
|
|
2022
Q1 | $22K | Hold |
164
| – | – | ﹤0.01% | 664 |
|
|
2021
Q4 | $26K | Hold |
164
| – | – | ﹤0.01% | 599 |
|
|
2021
Q3 | $21K | Buy |
164
+22
| +15% | +$2.86K | ﹤0.01% | 676 |
|
|
2021
Q2 | $19K | Buy |
142
+38
| +37% | +$4.72K | ﹤0.01% | 637 |
|
|
2021
Q1 | $12K | Buy |
104
+40
| +63% | +$4.17K | 0.01% | 771 |
|
|
2020
Q4 | $5K | Sell |
64
-14
| -18% | -$1.07K | ﹤0.01% | 901 |
|
|
2020
Q3 | $5K | Sell |
78
-76
| -49% | -$4.98K | ﹤0.01% | 789 |
|
|
2020
Q2 | $11K | Buy |
154
+104
| +208% | +$6.52K | ﹤0.01% | 558 |
|
|
2020
Q1 | $3K | Sell |
50
-18
| -26% | -$2.15K | ﹤0.01% | 921 |
|
|
2019
Q4 | $10K | Buy |
68
+12
| +21% | +$1.8K | ﹤0.01% | 709 |
|
|
2019
Q3 | $9K | Sell |
56
-12
| -18% | -$1.87K | ﹤0.01% | 672 |
|
|
2019
Q2 | $11K | Sell |
68
-10
| -13% | -$1.72K | 0.01% | 609 |
|
|
2019
Q1 | $14K | Sell |
78
-5
| -6% | -$889 | 0.01% | 572 |
|
|
2018
Q4 | $14K | Sell |
83
-69
| -45% | -$12.3K | 0.01% | 550 |
|
|
2018
Q3 | $27K | Buy |
152
+71
| +88% | +$12.6K | 0.01% | 441 |
|
|
2018
Q2 | $14K | Buy |
81
+47
| +138% | +$7.48K | 0.01% | 579 |
|
|
2018
Q1 | $5K | Sell |
34
-15
| -31% | -$2.39K | ﹤0.01% | 748 |
|
|
2017
Q4 | $8K | Hold |
49
| – | – | ﹤0.01% | 687 |
|
|
2017
Q3 | $8K | Hold |
49
| – | – | ﹤0.01% | 647 |
|
|
2017
Q2 | $8K | Hold |
49
| – | – | ﹤0.01% | 646 |
|
|
2017
Q1 | $8K | Hold |
49
| – | – | ﹤0.01% | 623 |
|
|
2016
Q4 | $9K | Hold |
49
| – | – | ﹤0.01% | 652 |
|
|
2016
Q3 | $10K | Hold |
49
| – | – | 0.01% | 583 |
|
|
2016
Q2 | $11K | Hold |
49
| – | – | 0.01% | 556 |
|
|
2016
Q1 | $10K | Hold |
49
| – | – | 0.01% | 585 |
|
|
2015
Q4 | $10K | Hold |
49
| – | – | 0.01% | 589 |
|
|
2015
Q3 | $9K | Hold |
49
| – | – | 0.01% | 540 |
|
|
2015
Q2 | $8K | Hold |
49
| – | – | ﹤0.01% | 564 |
|
|
2015
Q1 | $10K | Hold |
49
| – | – | 0.01% | 462 |
|
|
2014
Q4 | $9K | Hold |
49
| – | – | 0.01% | 470 |
|
|
2014
Q3 | $8K | Hold |
49
| – | – | 0.01% | 487 |
|
|
2014
Q2 | $8K | Buy |
49
+2
| +4% | +$327 | ﹤0.01% | 509 |
|
|
2014
Q1 | $7K | Hold |
47
| – | – | ﹤0.01% | 493 |
|
|
2013
Q4 | $7K | Hold |
47
| – | – | ﹤0.01% | 494 |
|
|
2013
Q3 | $7K | Hold |
47
| – | – | 0.01% | 436 |
|
|
2013
Q2 | $7K | Buy |
+47
| New | +$7.54K | 0.01% | 416 |
|
Other funds holding SPG
TCI Wealth Advisors's SPG Position: Q4 2025 in Review
TCI Wealth Advisors sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 1,069 shares — an estimated $201K sold.
TCI Wealth Advisors first reported a position in SPG in Q2 2013 and held it in 41 quarters. The position peaked at $201K in Q3 2025. 1,289 funds tracked by Wall St. Rank hold SPG as of Q4 2025.
- TCI Wealth Advisors reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
- TCI Wealth Advisors sold 1,069 Simon Property Group shares in Q4 2025, an estimated $201K.
- TCI Wealth Advisors first reported a position in Simon Property Group in Q2 2013 and held it in 41 quarters.
- TCI Wealth Advisors's Simon Property Group position peaked at $201K in Q3 2025.
- 1,289 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.
Based on TCI Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.