WW
SPG icon

Winnow Wealth’s Simon Property Group SPG Stock Holding History

Winnow Wealth’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
Q4 		– Sell
-9
Closed -$1.69K – 646
2025
Q3 		$1.69K Buy
+9
New +$1.55K ﹤0.01% 367
2025
Q2 		– Sell
-8
Closed -$1.25K – 600
2025
Q1 		$1.25K Buy
8
+3
+60% +$524 ﹤0.01% 358
2024
Q4 		$851 Buy
+5
New +$878 ﹤0.01% 360

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Winnow Wealth's SPG Position: Q4 2025 in Review

Winnow Wealth sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 9 shares — an estimated $1.69K sold.

Winnow Wealth first reported a position in SPG in Q4 2024 and held it in 3 quarters. The position peaked at $1.69K in Q3 2025. 1,286 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Winnow Wealth reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
  • Winnow Wealth sold 9 Simon Property Group shares in Q4 2025, an estimated $1.69K.
  • Winnow Wealth first reported a position in Simon Property Group in Q4 2024 and held it in 3 quarters.
  • Winnow Wealth's Simon Property Group position peaked at $1.69K in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.