Winch Advisory Services’s Simon Property Group SPG Stock Holding History

Winch Advisory Services’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	-32	Closed	-$5.51K	–	538
2024 Q4	$5.51K	Buy	+32	New	+$5.62K	﹤0.01%	351
2023 Q4	–	Sell	-133	Closed	-$14K	–	457
2023 Q3	$14K	Hold	133	–	–	0.01%	223
2023 Q2	$15K	Hold	133	–	–	0.01%	215
2023 Q1	$15K	Hold	133	–	–	0.01%	215
2022 Q4	$16K	Buy	133 +2	+2%	+$222	0.01%	203
2022 Q3	$12K	Buy	131 +3	+2%	+$307	0.01%	209
2022 Q2	$12K	Buy	128 +2	+2%	+$229	﹤0.01%	217
2022 Q1	$17K	Buy	126 +1	+0.8%	+$142	0.01%	213
2021 Q4	$20K	Buy	125 +2	+2%	+$305	0.01%	205
2021 Q3	$16K	Buy	+123	New	+$16K	0.01%	233
2019 Q3	–	Sell	-7	Closed	-$1K	–	420
2019 Q2	$1K	Sell	7 -11	-61%	-$1.9K	﹤0.01%	420
2019 Q1	$3K	Buy	+18	New	+$3.2K	﹤0.01%	298

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Winch Advisory Services's SPG Position: Q1 2025 in Review

Winch Advisory Services sold out of Simon Property Group (SPG) in Q1 2025, closing a stake of 32 shares — an estimated $5.51K sold.

Winch Advisory Services first reported a position in SPG in Q1 2019 and held it in 12 quarters. The position peaked at $20K in Q4 2021. 1,200 funds tracked by Wall St. Rank hold SPG as of Q1 2025.

Winch Advisory Services reported no remaining Simon Property Group position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 32 Simon Property Group shares in Q1 2025, an estimated $5.51K.
Winch Advisory Services first reported a position in Simon Property Group in Q1 2019 and held it in 12 quarters.
Winch Advisory Services's Simon Property Group position peaked at $20K in Q4 2021.
1,200 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.