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Triad Wealth Partners’s Simon Property Group SPG Stock Holding History

Triad Wealth Partners’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 		$625K Buy
3,353
+193
+6% +$36.8K 0.05% 237
2025
Q4 		$585K Buy
3,160
+410
+15% +$74.5K 0.06% 237
2025
Q3 		$516K Buy
2,750
+1,212
+79% +$209K 0.07% 200
2025
Q2 		$247K Buy
1,538
+219
+17% +$34.6K 0.05% 247
2025
Q1 		$219K Sell
1,319
-81
-6% -$14.2K 0.07% 196
2024
Q4 		$241K Buy
+1,400
New +$246K 0.09% 160
2024
Q3 		– Sell
-912
Closed -$138K – 779
2024
Q2 		$138K Buy
+912
New +$134K 0.07% 121

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