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B. Riley Wealth Advisors’s Simon Property Group SPG Stock Holding History

B. Riley 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 		$497K Sell
2,186
-270
-11% -$55.6K 0.03% 475
2026
Q1 		$448K Sell
2,456
-2,659
-52% -$507K 0.03% 463
2025
Q4 		$947K Buy
5,115
+648
+15% +$118K 0.04% 357
2025
Q3 		$838K Sell
4,467
-419
-9% -$72.3K 0.04% 381
2025
Q2 		$786K Buy
+4,886
New +$772K 0.04% 403
2024
Q4 		$800K Sell
4,646
-2,423
-34% -$425K 0.03% 528
2024
Q3 		$1.19M Buy
7,069
+48
+0.7% +$7.6K 0.03% 448
2024
Q2 		$1.07M Sell
7,021
-3,959
-36% -$583K 0.03% 513
2024
Q1 		$1.19M Buy
10,980
+1,574
+17% +$231K 0.03% 474
2023
Q4 		$1.34M Sell
9,406
-1,574
-14% -$190K 0.04% 450
2023
Q3 		$1.19M Sell
10,980
-826
-7% -$96.7K 0.03% 474
2023
Q2 		$1.36M Sell
11,806
-1,425
-11% -$155K 0.03% 467
2023
Q1 		$1.48M Buy
13,231
+2,092
+19% +$250K 0.04% 440
2022
Q4 		$1.31M Buy
11,139
+531
+5% +$59K 0.04% 453
2022
Q3 		$953K Buy
10,608
+1,120
+12% +$115K 0.03% 520
2022
Q2 		$901K Buy
9,488
+618
+7% +$70.8K 0.04% 451
2022
Q1 		$1.17M Sell
8,870
-858
-9% -$122K 0.04% 439
2021
Q4 		$1.55M Sell
9,728
-100
-1% -$15.3K 0.04% 412
2021
Q3 		$1.28M Sell
9,828
-1,000
-9% -$130K 0.04% 446
2021
Q2 		$1.39M Sell
10,828
-1,943
-15% -$242K 0.05% 422
2021
Q1 		$1.42M Buy
12,771
+7,439
+140% +$776K 0.05% 393
2020
Q4 		$456K Sell
5,332
-1,241
-19% -$94.8K 0.02% 566
2020
Q3 		$432K Sell
6,573
-1,415
-18% -$92.8K 0.02% 590
2020
Q2 		$547K Buy
+7,988
New +$501K 0.04% 430
2020
Q1 		– Sell
-1,847
Closed -$277K – 889
2019
Q4 		$277K Buy
+1,847
New +$277K 0.02% 629
2019
Q2 		– Sell
-1,355
Closed -$248K – 833
2019
Q1 		$248K Buy
1,355
+80
+6% +$14.2K 0.03% 576
2018
Q4 		$215K Buy
+1,275
New +$228K 0.03% 565
2018
Q1 		– Sell
-2,374
Closed -$408K – 707
2017
Q4 		$408K Sell
2,374
-87
-4% -$14.1K 0.06% 364
2017
Q3 		$399K Sell
2,461
-31
-1% -$4.95K 0.07% 311
2017
Q2 		$406K Buy
2,492
+366
+17% +$59.6K 0.07% 295
2017
Q1 		$369K Sell
2,126
-129
-6% -$23K 0.07% 291
2016
Q4 		$403K Buy
2,255
+197
+10% +$36.6K 0.08% 274
2016
Q3 		$430K Sell
2,058
-106
-5% -$23K 0.08% 300
2016
Q2 		$471K Buy
2,164
+166
+8% +$33.9K 0.09% 265
2016
Q1 		$415K Buy
1,998
+196
+11% +$37.6K 0.1% 259
2015
Q4 		$351K Sell
1,802
-55
-3% -$10.7K 0.07% 319
2015
Q3 		$342K Buy
+1,857
New +$340K 0.08% 313
2015
Q2 		– Sell
-2,688
Closed -$526K – 581
2015
Q1 		$526K Buy
2,688
+50
+2% +$9.69K 0.13% 209
2014
Q4 		$3.01K Buy
+2,638
New +$468K 0.06% 387
2014
Q3 		– Sell
-772
Closed -$128K – 1712
2014
Q2 		$128K Buy
+772
New +$126K 0.03% 623

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

B. Riley Wealth Advisors's SPG Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Simon Property Group (SPG) stake by 11% in Q2 2026, selling an estimated $55.6K and leaving 2,186 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #475.

B. Riley Wealth Advisors first reported a position in SPG in Q2 2014 and has held it in 40 quarters since. The position peaked at $1.55M in Q4 2021. 233 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • B. Riley Wealth Advisors held 2,186 shares of Simon Property Group worth $497K as of Q2 2026.
  • B. Riley Wealth Advisors sold 270 Simon Property Group shares in Q2 2026, an estimated $55.6K.
  • Simon Property Group made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #475 holding.
  • B. Riley Wealth Advisors first reported a position in Simon Property Group in Q2 2014 and has held it in 40 quarters since.
  • B. Riley Wealth Advisors's Simon Property Group position peaked at $1.55M in Q4 2021.
  • 233 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.