WMG Financial Advisors’s Simon Property Group SPG Stock Holding History

WMG Financial Advisors’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	-1,156	Closed	-$217K	–	192
2025 Q3	$217K	Buy	+1,156	New	+$200K	0.07%	189

Other funds holding SPG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WMG Financial Advisors's SPG Position: Q4 2025 in Review

WMG Financial Advisors sold out of Simon Property Group (SPG) in Q4 2025, closing a stake of 1,156 shares — an estimated $217K sold.

WMG Financial Advisors first reported a position in SPG in Q3 2025 and held it in 1 quarter. The position peaked at $217K in Q3 2025. 1,286 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

WMG Financial Advisors reported no remaining Simon Property Group position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 1,156 Simon Property Group shares in Q4 2025, an estimated $217K.
WMG Financial Advisors first reported a position in Simon Property Group in Q3 2025 and held it in 1 quarter.
WMG Financial Advisors's Simon Property Group position peaked at $217K in Q3 2025.
1,286 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.