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Alpha Omega Wealth Management’s Simon Property Group SPG Stock Holding History

Alpha Omega 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 		$8.49M Sell
37,982
-1,852
-5% -$381K 1.29% 19
2026
Q1 		$7.43M Sell
39,834
-65
-0.2% -$12.4K 1.2% 18
2025
Q4 		$7.39M Sell
39,899
-158
-0.4% -$28.7K 1.23% 19
2025
Q3 		$7.52M Sell
40,057
-1,778
-4% -$307K 1.25% 19
2025
Q2 		$6.73M Sell
41,835
-544
-1% -$86K 1.2% 21
2025
Q1 		$7.04M Sell
42,379
-1,435
-3% -$251K 1.35% 18
2024
Q4 		$7.55M Sell
43,814
-586
-1% -$103K 1.43% 15
2024
Q3 		$7.5M Sell
44,400
-886
-2% -$140K 1.38% 16
2024
Q2 		$6.87M Buy
45,286
+27
+0.1% +$3.98K 1.31% 17
2024
Q1 		$7.08M Sell
45,259
-2,012
-4% -$295K 1.32% 16
2023
Q4 		$6.74M Sell
47,271
-2,342
-5% -$283K 1.12% 18
2023
Q3 		$5.36M Sell
49,613
-560
-1% -$65.6K 0.92% 23
2023
Q2 		$5.79M Sell
50,173
-101
-0.2% -$11K 0.98% 22
2023
Q1 		$5.63M Buy
50,274
+1,164
+2% +$139K 0.97% 22
2022
Q4 		$5.77M Buy
49,110
+3,060
+7% +$340K 1.02% 22
2022
Q3 		$4.13M Buy
46,050
+42,544
+1,213% +$4.35M 0.79% 33
2022
Q2 		$333K Buy
3,506
+771
+28% +$88.4K 0.06% 165
2022
Q1 		$360K Buy
2,735
+167
+7% +$23.8K 0.06% 171
2021
Q4 		$419K Sell
2,568
-1,198
-32% -$183K 0.06% 164
2021
Q3 		$489K Buy
3,766
+190
+5% +$24.7K 0.08% 152
2021
Q2 		$467K Buy
3,576
+76
+2% +$9.45K 0.08% 156
2021
Q1 		$398K Buy
3,500
+440
+14% +$45.9K 0.07% 162
2020
Q4 		$261K Buy
+3,060
New +$234K 0.04% 180

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

Alpha Omega Wealth Management's SPG Position: Q2 2026 in Review

Alpha Omega Wealth Management reduced its Simon Property Group (SPG) stake by 4.6% in Q2 2026, selling an estimated $381K and leaving 37,982 shares worth $8.49M. The position accounts for 1.29% of the portfolio, ranked #19.

Alpha Omega Wealth Management first reported a position in SPG in Q4 2020 and has held it in 23 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Alpha Omega Wealth Management held 37,982 shares of Simon Property Group worth $8.49M as of Q2 2026.
  • Alpha Omega Wealth Management sold 1,852 Simon Property Group shares in Q2 2026, an estimated $381K.
  • Simon Property Group made up 1.29% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Alpha Omega Wealth Management first reported a position in Simon Property Group in Q4 2020 and has held it in 23 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.