Atlas Private Wealth Advisors’s Simon Property Group SPG Stock Holding History

Atlas Private Wealth Advisors’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	$224K	Buy	+1,000	New	+$206K	0.05%	131
2025 Q3	–	Sell	-2,087	Closed	-$336K	–	191
2025 Q2	$336K	Buy	2,087 +79	+4%	+$12.5K	0.04%	146
2025 Q1	$333K	Buy	2,008 +8	+0.4%	+$1.4K	0.05%	135
2024 Q4	$344K	Hold	2,000	–	–	0.05%	119
2024 Q3	$338K	Hold	2,000	–	–	0.05%	115
2024 Q2	$304K	Buy	+2,000	New	+$295K	0.05%	120
2024 Q1	–	Sell	-2,000	Closed	-$285K	–	159
2023 Q4	$285K	Hold	2,000	–	–	0.05%	126
2023 Q3	$216K	Buy	+2,000	New	+$234K	0.04%	170

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 $3.38T AUM 44.17% 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

Atlas Private Wealth Advisors's SPG Position: Q2 2026 in Review

Atlas Private Wealth Advisors opened a new position in Simon Property Group (SPG) in Q2 2026: 1,000 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #131 among its holdings. This is a return to the name: Atlas Private Wealth Advisors previously reported a position in SPG as recently as Q2 2025.

Atlas Private Wealth Advisors first reported a position in SPG in Q3 2023 and has held it in 8 quarters since. The position peaked at $344K in Q4 2024. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Atlas Private Wealth Advisors held 1,000 shares of Simon Property Group worth $224K as of Q2 2026.
Simon Property Group was a new Atlas Private Wealth Advisors position in Q2 2026.
Simon Property Group made up 0.05% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #131 holding.
Atlas Private Wealth Advisors first reported a position in Simon Property Group in Q3 2023 and has held it in 8 quarters since.
Atlas Private Wealth Advisors's Simon Property Group position peaked at $344K in Q4 2024.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.