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Unique Wealth Strategies’s Simon Property Group SPG Stock Holding History

Unique Wealth Strategies’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
-3,291
Closed -$529K – 248
2025
Q2 		$529K Buy
3,291
+98
+3% +$15.5K 0.22% 144
2025
Q1 		$530K Buy
3,193
+143
+5% +$25K 0.24% 118
2024
Q4 		$525K Buy
3,050
+158
+5% +$27.7K 0.23% 132
2024
Q3 		$489K Buy
2,892
+2,865
+10,611% +$454K 0.21% 139
2024
Q2 		$4.22K Buy
+27
New +$3.98K ﹤0.01% 401

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unique Wealth Strategies's SPG Position: Q3 2025 in Review

Unique Wealth Strategies sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 3,291 shares — an estimated $529K sold.

Unique Wealth Strategies first reported a position in SPG in Q2 2024 and held it in 5 quarters. The position peaked at $530K in Q1 2025. 1,219 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • Unique Wealth Strategies reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 3,291 Simon Property Group shares in Q3 2025, an estimated $529K.
  • Unique Wealth Strategies first reported a position in Simon Property Group in Q2 2024 and held it in 5 quarters.
  • Unique Wealth Strategies's Simon Property Group position peaked at $530K in Q1 2025.
  • 1,219 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.