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Venturi Wealth Management’s Simon Property Group SPG Stock Holding History

Venturi 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
2025
Q1 		– Sell
-746
Closed -$128K – 1635
2024
Q4 		$128K Buy
746
+124
+20% +$21.8K 0.01% 676
2024
Q3 		$105K Buy
622
+88
+16% +$13.9K 0.01% 552
2024
Q2 		$81.1K Buy
534
+262
+96% +$38.6K ﹤0.01% 548
2024
Q1 		$42.6K Buy
272
+63
+30% +$9.24K ﹤0.01% 536
2023
Q4 		$29.8K Buy
209
+46
+28% +$5.56K ﹤0.01% 599
2023
Q3 		$17.6K Buy
+163
New +$19.1K ﹤0.01% 657
2023
Q2 		– Sell
-141
Closed -$15.8K – 1245
2023
Q1 		$15.8K Buy
+141
New +$16.8K ﹤0.01% 640

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Venturi Wealth Management's SPG Position: Q1 2025 in Review

Venturi Wealth Management sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 746 shares — an estimated $128K sold.

Venturi Wealth Management first reported a position in SPG in Q1 2023 and held it in 7 quarters. The position peaked at $128K in Q4 2024. 1,196 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

  • Venturi Wealth Management reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 746 Simon Property Group shares in Q1 2025, an estimated $128K.
  • Venturi Wealth Management first reported a position in Simon Property Group in Q1 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Simon Property Group position peaked at $128K in Q4 2024.
  • 1,196 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.