Balance Wealth’s Simon Property Group SPG Stock Holding History

Balance Wealth’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 Q3	$5.23K	Buy	+26	New	+$5.66K	﹤0.01%	642

Other funds holding SPG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Balance Wealth's SPG Position: Q3 2026 in Review

Balance Wealth opened a new position in Simon Property Group (SPG) in Q3 2026: 26 shares worth $5.23K. The stake represents ﹤0.01% of the portfolio and ranks #642 among its holdings.

1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Balance Wealth held 26 shares of Simon Property Group worth $5.23K as of Q3 2026.
Simon Property Group was a new Balance Wealth position in Q3 2026.
Simon Property Group made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #642 holding.
1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.