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

Ariadne 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 		– Sell
-1,077
Closed -$206K – 267
2025
Q4 		$206K Buy
+1,077
New +$196K 0.09% 242
2025
Q1 		– Sell
-1,123
Closed -$203K – 238
2024
Q4 		$203K Buy
+1,123
New +$197K 0.09% 207

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ariadne Wealth Management sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 1,077 shares — an estimated $206K sold.

Ariadne Wealth Management first reported a position in SPG in Q4 2024 and held it in 2 quarters. The position peaked at $206K in Q4 2025. 1,312 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Ariadne Wealth Management reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • Ariadne Wealth Management sold 1,077 Simon Property Group shares in Q1 2026, an estimated $206K.
  • Ariadne Wealth Management first reported a position in Simon Property Group in Q4 2024 and held it in 2 quarters.
  • Ariadne Wealth Management's Simon Property Group position peaked at $206K in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.