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

Aprio 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 		$562K Buy
2,512
+538
+27% +$111K 0.03% 355
2026
Q1 		$368K Buy
+1,974
New +$376K 0.02% 439

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 $3.38T AUM 44.17% 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

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

Aprio Wealth Management increased its Simon Property Group (SPG) stake by 27% in Q2 2026, buying an estimated $111K and bringing the position to 2,512 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #355.

Aprio Wealth Management first reported a position in SPG in Q1 2026 and has held it in 2 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Aprio Wealth Management held 2,512 shares of Simon Property Group worth $562K as of Q2 2026.
  • Aprio Wealth Management bought 538 Simon Property Group shares in Q2 2026, an estimated $111K.
  • Simon Property Group made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Aprio Wealth Management first reported a position in Simon Property Group in Q1 2026 and has held it in 2 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.