180 Wealth Advisors’s Simon Property Group SPG Stock Holding History

180 Wealth 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
2026 Q2	$410K	Sell	1,834 -40	-2%	-$8.23K	0.04%	317
2026 Q1	$350K	Sell	1,874 -2	-0.1%	-$381	0.04%	333
2025 Q4	$347K	Buy	+1,876	New	+$341K	0.04%	327
2019 Q4	–	Sell	-1,921	Closed	-$285K	–	277
2019 Q3	$285K	Sell	1,921 -1,548	-45%	-$241K	0.13%	198
2019 Q2	$546K	Sell	3,469 -136	-4%	-$23.4K	0.25%	120
2019 Q1	$627K	Sell	3,605 -492	-12%	-$87.4K	0.28%	98
2018 Q4	$724K	Sell	4,097 -165	-4%	-$29.5K	0.34%	91
2018 Q3	$753K	Buy	4,262 +1,135	+36%	+$201K	0.35%	90
2018 Q2	$532K	Buy	+3,127	New	+$498K	0.26%	117

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

180 Wealth Advisors's SPG Position: Q2 2026 in Review

180 Wealth Advisors reduced its Simon Property Group (SPG) stake by 2.1% in Q2 2026, selling an estimated $8.23K and leaving 1,834 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #317.

180 Wealth Advisors first reported a position in SPG in Q2 2018 and has held it in 9 quarters since. The position peaked at $753K in Q3 2018. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

180 Wealth Advisors held 1,834 shares of Simon Property Group worth $410K as of Q2 2026.
180 Wealth Advisors sold 40 Simon Property Group shares in Q2 2026, an estimated $8.23K.
Simon Property Group made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #317 holding.
180 Wealth Advisors first reported a position in Simon Property Group in Q2 2018 and has held it in 9 quarters since.
180 Wealth Advisors's Simon Property Group position peaked at $753K in Q3 2018.
1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.