4A
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4Wealth Advisors’s Simon Property Group SPG Stock Holding History

4Wealth 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 		$321K Buy
1,411
+13
+0.9% +$2.67K 0.25% 112
2026
Q1 		$255K Sell
1,398
-635
-31% -$121K 0.22% 119
2025
Q4 		$376K Buy
2,033
+46
+2% +$8.36K 0.32% 100
2025
Q3 		$373K Buy
1,987
+140
+8% +$24.2K 0.33% 95
2025
Q2 		$297K Sell
1,847
-16
-0.9% -$2.53K 0.3% 109
2025
Q1 		$309K Sell
1,863
-59
-3% -$10.3K 0.34% 101
2024
Q4 		$331K Buy
+1,922
New +$337K 0.33% 104

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

4Wealth Advisors's SPG Position: Q2 2026 in Review

4Wealth Advisors increased its Simon Property Group (SPG) stake by 0.93% in Q2 2026, buying an estimated $2.67K and bringing the position to 1,411 shares worth $321K. The position accounts for 0.25% of the portfolio, ranked #112.

4Wealth Advisors first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. The position peaked at $376K in Q4 2025. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • 4Wealth Advisors held 1,411 shares of Simon Property Group worth $321K as of Q2 2026.
  • 4Wealth Advisors bought 13 Simon Property Group shares in Q2 2026, an estimated $2.67K.
  • Simon Property Group made up 0.25% of 4Wealth Advisors's portfolio in Q2 2026, its #112 holding.
  • 4Wealth Advisors first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 4Wealth Advisors's Simon Property Group position peaked at $376K in Q4 2025.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.