AWE
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Avidian Wealth Enterprises’s Simon Property Group SPG Stock Holding History

Avidian Wealth Enterprises’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 		$500K Buy
2,234
+175
+8% +$36K 0.01% 476
2026
Q1 		$384K Buy
2,059
+214
+12% +$40.8K 0.01% 492
2025
Q4 		$342K Buy
1,845
+29
+2% +$5.27K 0.01% 450
2025
Q3 		$341K Buy
1,816
+271
+18% +$46.8K 0.01% 443
2025
Q2 		$248K Buy
1,545
+9
+0.6% +$1.42K 0.01% 475
2025
Q1 		$255K Buy
+1,536
New +$268K 0.01% 452

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 $3.37T AUM 44.26% 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

Avidian Wealth Enterprises's SPG Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Simon Property Group (SPG) stake by 8.5% in Q2 2026, buying an estimated $36K and bringing the position to 2,234 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #476.

Avidian Wealth Enterprises first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Avidian Wealth Enterprises held 2,234 shares of Simon Property Group worth $500K as of Q2 2026.
  • Avidian Wealth Enterprises bought 175 Simon Property Group shares in Q2 2026, an estimated $36K.
  • Simon Property Group made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #476 holding.
  • Avidian Wealth Enterprises first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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