AE 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 | $1.27M | Buy |
5,670
+1,640
| +41% | +$337K | 0.01% | 821 |
|
|
2026
Q1 | $752K | Buy |
4,030
+473
| +13% | +$90.2K | ﹤0.01% | 929 |
|
|
2025
Q4 | $658K | Buy |
3,557
+858
| +32% | +$156K | ﹤0.01% | 943 |
|
|
2025
Q3 | $507K | Buy |
2,699
+123
| +5% | +$21.2K | ﹤0.01% | 972 |
|
|
2025
Q2 | $414K | Buy |
2,576
+1,180
| +85% | +$186K | ﹤0.01% | 991 |
|
|
2025
Q1 | $232K | Buy |
1,396
+1
| +0.1% | +$175 | ﹤0.01% | 1215 |
|
|
2024
Q4 | $240K | Buy |
1,395
+130
| +10% | +$22.8K | ﹤0.01% | 1192 |
|
|
2024
Q3 | $214K | Buy |
+1,265
| New | +$200K | ﹤0.01% | 1153 |
|
|
2024
Q2 | – | Sell |
-1,303
| Closed | -$204K | – | 1276 |
|
|
2024
Q1 | $204K | Sell |
1,303
-32,194
| -96% | -$4.72M | ﹤0.01% | 1089 |
|
|
2023
Q4 | $4.76M | Buy |
33,497
+15,083
| +82% | +$1.82M | 0.02% | 606 |
|
|
2023
Q3 | $1.99M | Sell |
18,414
-1,174
| -6% | -$137K | 0.01% | 854 |
|
|
2023
Q2 | $2.26M | Buy |
19,588
+4,621
| +31% | +$503K | 0.01% | 810 |
|
|
2023
Q1 | $1.68M | Sell |
14,967
-3,865
| -21% | -$462K | 0.01% | 859 |
|
|
2022
Q4 | $2.21M | Sell |
18,832
-1,597
| -8% | -$177K | 0.02% | 705 |
|
|
2022
Q3 | $1.83M | Sell |
20,429
-704
| -3% | -$72K | 0.01% | 729 |
|
|
2022
Q2 | $2.01M | Sell |
21,133
-127
| -0.6% | -$14.6K | 0.02% | 668 |
|
|
2022
Q1 | $2.8M | Sell |
21,260
-6,803
| -24% | -$969K | 0.02% | 610 |
|
|
2021
Q4 | $4.48M | Sell |
28,063
-6,995
| -20% | -$1.07M | 0.03% | 443 |
|
|
2021
Q3 | $4.56M | Sell |
35,058
-6,041
| -15% | -$786K | 0.04% | 405 |
|
|
2021
Q2 | $5.36M | Sell |
41,099
-10,611
| -21% | -$1.32M | 0.05% | 348 |
|
|
2021
Q1 | $5.88M | Sell |
51,710
-1,723
| -3% | -$180K | 0.06% | 289 |
|
|
2020
Q4 | $4.56M | Sell |
53,433
-24,862
| -32% | -$1.9M | 0.05% | 290 |
|
|
2020
Q3 | $5.06M | Buy |
78,295
+74,917
| +2,218% | +$4.91M | 0.07% | 233 |
|
|
2020
Q2 | $231K | Sell |
3,378
-602
| -15% | -$37.8K | ﹤0.01% | 1113 |
|
|
2020
Q1 | $218K | Sell |
3,980
-3,081
| -44% | -$368K | 0.01% | 981 |
|
|
2019
Q4 | $1.05M | Buy |
7,061
+475
| +7% | +$71.2K | 0.02% | 521 |
|
|
2019
Q3 | $1.02M | Sell |
6,586
-1,823
| -22% | -$283K | 0.03% | 438 |
|
|
2019
Q2 | $1.34M | Buy |
8,409
+5,470
| +186% | +$942K | 0.04% | 324 |
|
|
2019
Q1 | $536K | Sell |
2,939
-2,333
| -44% | -$415K | 0.04% | 328 |
|
|
2018
Q4 | $886K | Buy |
5,272
+1,634
| +45% | +$292K | 0.15% | 161 |
|
|
2018
Q3 | $643K | Buy |
+3,638
| New | +$644K | 0.04% | 280 |
|
|
2018
Q1 | – | Sell |
-1,292
| Closed | -$222K | – | 471 |
|
|
2017
Q4 | $222K | Buy |
+1,292
| New | +$210K | 0.02% | 376 |
|
Other funds holding SPG
AE Wealth Management's SPG Position: Q2 2026 in Review
AE Wealth Management increased its Simon Property Group (SPG) stake by 41% in Q2 2026, buying an estimated $337K and bringing the position to 5,670 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #821.
AE Wealth Management first reported a position in SPG in Q4 2017 and has held it in 32 quarters since. The position peaked at $5.88M in Q1 2021. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- AE Wealth Management held 5,670 shares of Simon Property Group worth $1.27M as of Q2 2026.
- AE Wealth Management bought 1,640 Simon Property Group shares in Q2 2026, an estimated $337K.
- Simon Property Group made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #821 holding.
- AE Wealth Management first reported a position in Simon Property Group in Q4 2017 and has held it in 32 quarters since.
- AE Wealth Management's Simon Property Group position peaked at $5.88M in Q1 2021.
- 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.