Atlantic Edge Private Wealth Management’s Simon Property Group SPG Stock Holding History

Atlantic Edge Private 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	$83.9K	Hold	375	–	–	0.02%	212
2026 Q1	$69.9K	Hold	375	–	–	0.02%	208
2025 Q4	$69.4K	Hold	375	–	–	0.02%	194
2025 Q3	$70.4K	Hold	375	–	–	0.02%	189
2025 Q2	$60.3K	Sell	375 -150	-29%	-$23.7K	0.02%	198
2025 Q1	$87.2K	Sell	525 -450	-46%	-$78.7K	0.03%	169
2024 Q4	$168K	Sell	975 -375	-28%	-$65.8K	0.05%	134
2024 Q3	$228K	Hold	1,350	–	–	0.07%	124
2024 Q2	$205K	Hold	1,350	–	–	0.07%	123
2024 Q1	$211K	Hold	1,350	–	–	0.07%	126
2023 Q4	$193K	Buy	+1,350	New	+$163K	0.08%	124

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlantic Edge Private Wealth Management's SPG Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Simon Property Group (SPG) position steady in Q2 2026 at 375 shares worth $83.9K. The position accounts for 0.02% of the portfolio, ranked #212.

Atlantic Edge Private Wealth Management first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. The position peaked at $228K in Q3 2024. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Atlantic Edge Private Wealth Management held 375 shares of Simon Property Group worth $83.9K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #212 holding.
Atlantic Edge Private Wealth Management first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's Simon Property Group position peaked at $228K in Q3 2024.
1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.