WR Wealth Planners’s Simon Property Group SPG Stock Holding History

WR Wealth Planners’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	$28.8K	Buy	167 +128	+328%	+$22.5K	0.01%	401
2024 Q3	$6.59K	Hold	39	–	–	﹤0.01%	696
2024 Q2	$5.92K	Buy	39 +8	+26%	+$1.18K	﹤0.01%	690
2024 Q1	$4.85K	Buy	+31	New	+$4.55K	﹤0.01%	727
2023 Q4	–	Sell	-46	Closed	-$4.97K	–	758
2023 Q3	$4.97K	Hold	46	–	–	﹤0.01%	678
2023 Q2	$5.31K	Buy	46 +39	+557%	+$4.25K	﹤0.01%	674
2023 Q1	$784	Buy	+7	New	+$836	﹤0.01%	846

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

WR Wealth Planners's SPG Position: Q4 2024 in Review

WR Wealth Planners increased its Simon Property Group (SPG) stake by 328% in Q4 2024, buying an estimated $22.5K and bringing the position to 167 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #401.

WR Wealth Planners first reported a position in SPG in Q1 2023 and has held it in 7 quarters since. 1,191 funds tracked by Wall St. Rank hold SPG as of Q4 2024.

WR Wealth Planners held 167 shares of Simon Property Group worth $28.8K as of Q4 2024.
WR Wealth Planners bought 128 Simon Property Group shares in Q4 2024, an estimated $22.5K.
Simon Property Group made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #401 holding.
WR Wealth Planners first reported a position in Simon Property Group in Q1 2023 and has held it in 7 quarters since.
1,191 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.