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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$852K Buy
3,811
+440
+13% +$90.5K 0.16% 80
2026
Q1
$629K Buy
3,371
+505
+18% +$96.3K 0.14% 81
2025
Q4
$531K Sell
2,866
-122
-4% -$22.2K 0.11% 89
2025
Q3
$561K Sell
2,988
-493
-14% -$85.1K 0.12% 87
2025
Q2
$560K Buy
+3,481
New +$550K 0.11% 88

Other funds holding SPG

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

Adams Wealth Management increased its Simon Property Group (SPG) stake by 13% in Q2 2026, buying an estimated $90.5K and bringing the position to 3,811 shares worth $852K. The position accounts for 0.16% of the portfolio, ranked #80.

Adams Wealth Management first reported a position in SPG in Q2 2025 and has held it in 5 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Adams Wealth Management held 3,811 shares of Simon Property Group worth $852K as of Q2 2026.
  • Adams Wealth Management bought 440 Simon Property Group shares in Q2 2026, an estimated $90.5K.
  • Simon Property Group made up 0.16% of Adams Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Adams Wealth Management first reported a position in Simon Property Group in Q2 2025 and has held it in 5 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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