TWM
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Tradition Wealth Management’s Simon Property Group SPG Stock Holding History

Tradition Wealth Management’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
2026
Q1 		$393K Buy
2,107
+198
+10% +$37.8K 0.03% 336
2025
Q4 		$353K Sell
1,909
-60
-3% -$10.9K 0.03% 350
2025
Q3 		$370K Buy
1,969
+644
+49% +$111K 0.03% 331
2025
Q2 		$213K Buy
+1,325
New +$209K 0.02% 421
2024
Q1 		– Sell
-184
Closed -$26K – 1065
2023
Q4 		$26K Sell
184
-600
-77% -$72.5K ﹤0.01% 780
2023
Q3 		$85K Hold
784
– – 0.01% 478
2023
Q2 		$91K Buy
784
+5
+0.6% +$545 0.01% 472
2023
Q1 		$87K Buy
+779
New +$93K 0.01% 483
2022
Q3 		– Sell
-190
Closed -$18K – 1211
2022
Q2 		$18K Hold
190
– – ﹤0.01% 670
2022
Q1 		$25K Buy
+190
New +$27.1K ﹤0.01% 667

Other funds holding SPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return