VSM Wealth Advisory’s Simon Property Group SPG Stock Holding History

VSM Wealth Advisory’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	-185	Closed	-$29.7K	–	498
2025 Q2	$29.7K	Buy	+185	New	+$29.2K	0.01%	265

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VSM Wealth Advisory's SPG Position: Q3 2025 in Review

VSM Wealth Advisory sold out of Simon Property Group (SPG) in Q3 2025, closing a stake of 185 shares — an estimated $29.7K sold.

VSM Wealth Advisory first reported a position in SPG in Q2 2025 and held it in 1 quarter. The position peaked at $29.7K in Q2 2025. 1,222 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

VSM Wealth Advisory reported no remaining Simon Property Group position as of Q3 2025 after selling out during the quarter.
VSM Wealth Advisory sold 185 Simon Property Group shares in Q3 2025, an estimated $29.7K.
VSM Wealth Advisory first reported a position in Simon Property Group in Q2 2025 and held it in 1 quarter.
VSM Wealth Advisory's Simon Property Group position peaked at $29.7K in Q2 2025.
1,222 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on VSM Wealth Advisory's 13F filing for Q3 2025, filed 13 Nov 2025.