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Alteri Wealth’s Simon Property Group SPG Stock Holding History

Alteri Wealth’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 		$895K Buy
4,001
+120
+3% +$24.7K 0.25% 98
2026
Q1 		$724K Buy
3,881
+20
+0.5% +$3.81K 0.23% 104
2025
Q4 		$715K Buy
3,861
+241
+7% +$43.8K 0.23% 109
2025
Q3 		$679K Buy
3,620
+251
+7% +$43.3K 0.23% 108
2025
Q2 		$542K Buy
3,369
+712
+27% +$112K 0.21% 124
2025
Q1 		$441K Buy
2,657
+461
+21% +$80.6K 0.19% 137
2024
Q4 		$378K Buy
+2,196
New +$385K 0.1% 153

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

Alteri Wealth's SPG Position: Q2 2026 in Review

Alteri Wealth increased its Simon Property Group (SPG) stake by 3.1% in Q2 2026, buying an estimated $24.7K and bringing the position to 4,001 shares worth $895K. The position accounts for 0.25% of the portfolio, ranked #98.

Alteri Wealth first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Alteri Wealth held 4,001 shares of Simon Property Group worth $895K as of Q2 2026.
  • Alteri Wealth bought 120 Simon Property Group shares in Q2 2026, an estimated $24.7K.
  • Simon Property Group made up 0.25% of Alteri Wealth's portfolio in Q2 2026, its #98 holding.
  • Alteri Wealth first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.