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Abound Wealth Management’s Simon Property Group SPG Stock Holding History

Abound Wealth Management’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 		$18.7K Sell
84
-44
-34% -$9.05K ﹤0.01% 374
2026
Q1 		$23.8K Buy
128
+6
+5% +$1.14K 0.01% 362
2025
Q4 		$22.6K Hold
122
– – 0.01% 337
2025
Q3 		$22.9K Buy
122
+1
+0.8% +$173 0.01% 329
2025
Q2 		$19.5K Sell
121
-4
-3% -$632 0.01% 334
2025
Q1 		$20.8K Sell
125
-1
-0.8% -$175 0.01% 287
2024
Q4 		$21.7K Buy
126
+1
+0.8% +$176 0.01% 268
2024
Q3 		$21.1K Hold
125
– – 0.01% 285
2024
Q2 		$19K Sell
125
-1
-0.8% -$147 0.01% 258
2024
Q1 		$19.7K Sell
126
-1
-0.8% -$147 0.01% 254
2023
Q4 		$18.1K Buy
127
+16
+14% +$1.93K 0.01% 281
2023
Q3 		$12K Sell
111
-11
-9% -$1.29K 0.01% 304
2023
Q2 		$14.1K Buy
122
+35
+40% +$3.81K 0.01% 278
2023
Q1 		$9.74K Buy
87
+1
+1% +$119 ﹤0.01% 290
2022
Q4 		$10.1K Hold
86
– – ﹤0.01% 258
2022
Q3 		$7.72K Buy
+86
New +$8.8K ﹤0.01% 308

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

Abound Wealth Management's SPG Position: Q2 2026 in Review

Abound Wealth Management reduced its Simon Property Group (SPG) stake by 34% in Q2 2026, selling an estimated $9.05K and leaving 84 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Abound Wealth Management first reported a position in SPG in Q3 2022 and has held it in 16 quarters since. The position peaked at $23.8K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Abound Wealth Management held 84 shares of Simon Property Group worth $18.7K as of Q2 2026.
  • Abound Wealth Management sold 44 Simon Property Group shares in Q2 2026, an estimated $9.05K.
  • Simon Property Group made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #374 holding.
  • Abound Wealth Management first reported a position in Simon Property Group in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Simon Property Group position peaked at $23.8K in Q1 2026.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.