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Wintrust Investments’s Simon Property Group SPG Stock Holding History

Wintrust Investments’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
2024
Q4 		– Sell
-315
Closed -$53K – 501
2024
Q3 		$53K Sell
315
-2,844
-90% -$450K 0.04% 304
2024
Q2 		$480K Sell
3,159
-70
-2% -$10.3K 0.04% 289
2024
Q1 		$505K Sell
3,229
-200
-6% -$29.3K 0.04% 283
2023
Q4 		$489K Sell
3,429
-84
-2% -$10.2K 0.05% 273
2023
Q3 		$380K Sell
3,513
-50
-1% -$5.86K 0.04% 299
2023
Q2 		$411K Hold
3,563
– – 0.04% 287
2023
Q1 		$399K Sell
3,563
-65
-2% -$7.76K 0.05% 234
2022
Q4 		$426K Buy
3,628
+65
+2% +$7.22K 0.06% 234
2022
Q3 		$320K Sell
3,563
-580
-14% -$59.3K 0.04% 292
2022
Q2 		$393K Hold
4,143
– – 0.05% 257
2022
Q1 		$545K Sell
4,143
-50
-1% -$7.12K 0.05% 244
2021
Q4 		$670K Sell
4,193
-300
-7% -$45.8K 0.06% 221
2021
Q3 		$584K Sell
4,493
-300
-6% -$39K 0.08% 165
2021
Q2 		$625K Sell
4,793
-1,310
-21% -$163K 0.06% 232
2021
Q1 		$694K Sell
6,103
-1,705
-22% -$178K 0.07% 215
2020
Q4 		$666K Sell
7,808
-1,150
-13% -$87.8K 0.19% 88
2020
Q3 		$579K Buy
8,958
+50
+0.6% +$3.28K 0.08% 178
2020
Q2 		$609K Sell
8,908
-2,817
-24% -$177K 0.09% 168
2020
Q1 		$643K Buy
+11,725
New +$1.4M 0.11% 138

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wintrust Investments's SPG Position: Q4 2024 in Review

Wintrust Investments sold out of Simon Property Group (SPG) in Q4 2024, closing a stake of 315 shares — an estimated $53K sold.

Wintrust Investments first reported a position in SPG in Q1 2020 and held it in 19 quarters. The position peaked at $694K in Q1 2021. 1,192 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

  • Wintrust Investments reported no remaining Simon Property Group position as of Q4 2024 after selling out during the quarter.
  • Wintrust Investments sold 315 Simon Property Group shares in Q4 2024, an estimated $53K.
  • Wintrust Investments first reported a position in Simon Property Group in Q1 2020 and held it in 19 quarters.
  • Wintrust Investments's Simon Property Group position peaked at $694K in Q1 2021.
  • 1,192 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.