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

Affinity 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	$527K	Sell	2,357 -15	-0.6%	-$3.09K	0.07%	59
2026 Q1	$442K	Hold	2,372	–	–	0.07%	60
2025 Q4	$439K	Hold	2,372	–	–	0.06%	64
2025 Q3	$445K	Buy	2,372 +28	+1%	+$4.83K	0.07%	62
2025 Q2	$377K	Buy	2,344 +26	+1%	+$4.11K	0.06%	67
2025 Q1	$385K	Buy	2,318 +57	+3%	+$9.96K	0.07%	65
2024 Q4	$389K	Hold	2,261	–	–	0.07%	67
2024 Q3	$382K	Buy	2,261 +90	+4%	+$14.2K	0.07%	69
2024 Q2	$330K	Hold	2,171	–	–	0.06%	76
2024 Q1	$340K	Hold	2,171	–	–	0.06%	76
2023 Q4	$310K	Hold	2,171	–	–	0.06%	75
2023 Q3	$235K	Buy	2,171 +26	+1%	+$3.04K	0.05%	89
2023 Q2	$248K	Buy	2,145 +160	+8%	+$17.4K	0.06%	90
2023 Q1	$222K	Buy	1,985 +136	+7%	+$16.2K	0.05%	105
2022 Q4	$217K	Buy	+1,849	New	+$205K	0.05%	97
2022 Q2	–	Sell	-1,762	Closed	-$227K	–	115
2022 Q1	$227K	Sell	1,762 -276	-14%	-$39.3K	0.05%	97
2021 Q4	$309K	Sell	2,038 -13	-0.6%	-$1.98K	0.06%	86
2021 Q3	$272K	Buy	+2,051	New	+$267K	0.05%	97

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

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

Affinity Wealth Management reduced its Simon Property Group (SPG) stake by 0.63% in Q2 2026, selling an estimated $3.09K and leaving 2,357 shares worth $527K. The position accounts for 0.07% of the portfolio, ranked #59.

Affinity Wealth Management first reported a position in SPG in Q3 2021 and has held it in 18 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Affinity Wealth Management held 2,357 shares of Simon Property Group worth $527K as of Q2 2026.
Affinity Wealth Management sold 15 Simon Property Group shares in Q2 2026, an estimated $3.09K.
Simon Property Group made up 0.07% of Affinity Wealth Management's portfolio in Q2 2026, its #59 holding.
Affinity Wealth Management first reported a position in Simon Property Group in Q3 2021 and has held it in 18 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.