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

Axxcess 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 		$1.39M Buy
+6,216
New +$1.28M 0.02% 454
2023
Q4 		– Sell
-3,100
Closed -$335K – 923
2023
Q3 		$335K Buy
+3,100
New +$363K 0.01% 573
2023
Q2 		– Sell
-3,088
Closed -$346K – 679
2023
Q1 		$346K Hold
3,088
– – 0.03% 448
2022
Q4 		$363K Buy
+3,088
New +$343K 0.03% 417

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

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

Axxcess Wealth Management opened a new position in Simon Property Group (SPG) in Q2 2026: 6,216 shares worth $1.39M. The stake represents 0.02% of the portfolio and ranks #454 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SPG as recently as Q3 2023.

Axxcess Wealth Management first reported a position in SPG in Q4 2022 and has held it in 4 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Axxcess Wealth Management held 6,216 shares of Simon Property Group worth $1.39M as of Q2 2026.
  • Simon Property Group was a new Axxcess Wealth Management position in Q2 2026.
  • Simon Property Group made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #454 holding.
  • Axxcess Wealth Management first reported a position in Simon Property Group in Q4 2022 and has held it in 4 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.