AWM
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Apollon Wealth Management’s Simon Property Group SPG Stock Holding History

Apollon 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
Q1 		$1.59M Buy
8,550
+266
+3% +$50.7K 0.03% 441
2025
Q4 		$1.53M Buy
8,284
+469
+6% +$85.2K 0.03% 433
2025
Q3 		$1.47M Buy
7,815
+1,746
+29% +$301K 0.03% 465
2025
Q2 		$976K Sell
6,069
-2,623
-30% -$414K 0.02% 559
2025
Q1 		$1.44M Sell
8,692
-54
-0.6% -$9.44K 0.03% 407
2024
Q4 		$1.51M Buy
8,746
+2,045
+31% +$359K 0.03% 400
2024
Q3 		$1.13M Buy
6,701
+599
+10% +$94.8K 0.03% 446
2024
Q2 		$926K Sell
6,102
-1,135
-16% -$167K 0.03% 496
2024
Q1 		$1.13M Buy
7,237
+574
+9% +$84.2K 0.04% 435
2023
Q4 		$950K Buy
6,663
+3,730
+127% +$451K 0.03% 472
2023
Q3 		$317K Buy
2,933
+1,018
+53% +$119K 0.02% 682
2023
Q2 		$221K Sell
1,915
-272
-12% -$29.6K 0.01% 830
2023
Q1 		$245K Buy
2,187
+231
+12% +$27.6K 0.02% 735
2022
Q4 		$230K Sell
1,956
-1,020
-34% -$113K 0.02% 746
2022
Q3 		$267K Buy
+2,976
New +$304K 0.02% 644
2022
Q2 		– Sell
-1,865
Closed -$245K – 802
2022
Q1 		$245K Buy
1,865
+493
+36% +$70.2K 0.02% 646
2021
Q4 		$219K Buy
+1,372
New +$209K 0.02% 675

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Apollon Wealth Management's SPG Position: Q1 2026 in Review

Apollon Wealth Management increased its Simon Property Group (SPG) stake by 3.2% in Q1 2026, buying an estimated $50.7K and bringing the position to 8,550 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #441.

Apollon Wealth Management first reported a position in SPG in Q4 2021 and has held it in 17 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Apollon Wealth Management held 8,550 shares of Simon Property Group worth $1.59M as of Q1 2026.
  • Apollon Wealth Management bought 266 Simon Property Group shares in Q1 2026, an estimated $50.7K.
  • Simon Property Group made up 0.03% of Apollon Wealth Management's portfolio in Q1 2026, its #441 holding.
  • Apollon Wealth Management first reported a position in Simon Property Group in Q4 2021 and has held it in 17 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.