Benjamin Edwards Inc’s Simon Property Group SPG Stock Holding History

Benjamin Edwards Inc’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	$1.25M	Sell	5,579 -1,283	-19%	-$264K	0.01%	727
2026 Q1	$1.28M	Buy	6,862 +264	+4%	+$50.3K	0.01%	673
2025 Q4	$1.22M	Buy	6,598 +317	+5%	+$57.6K	0.01%	642
2025 Q3	$1.18M	Buy	6,281 +2,165	+53%	+$374K	0.01%	627
2025 Q2	$662K	Buy	4,116 +172	+4%	+$27.2K	0.01%	758
2025 Q1	$655K	Sell	3,944 -893	-18%	-$156K	0.01%	714
2024 Q4	$833K	Sell	4,837 -60	-1%	-$10.5K	0.01%	669
2024 Q3	$828K	Buy	4,897 +3,897	+390%	+$617K	0.01%	644
2024 Q2	$152K	Hold	1,000	–	–	0.03%	376
2024 Q1	$156K	Hold	1,000	–	–	0.03%	365
2023 Q4	$143K	Hold	1,000	–	–	0.03%	378
2023 Q3	$108K	Hold	1,000	–	–	0.03%	382
2023 Q2	$115K	Hold	1,000	–	–	0.03%	367
2023 Q1	$112K	Hold	1,000	–	–	0.03%	348
2022 Q4	$117K	Hold	1,000	–	–	0.03%	335
2022 Q3	$90K	Hold	1,000	–	–	0.03%	352
2022 Q2	$95K	Hold	1,000	–	–	0.03%	342
2022 Q1	$132K	Hold	1,000	–	–	0.04%	316
2021 Q4	$160K	Hold	1,000	–	–	0.05%	289
2021 Q3	$130K	Hold	1,000	–	–	0.08%	211
2021 Q2	$130K	Hold	1,000	–	–	0.09%	192
2021 Q1	$114K	Hold	1,000	–	–	0.09%	189
2020 Q4	$85K	Hold	1,000	–	–	0.07%	201
2020 Q3	$65K	Hold	1,000	–	–	0.05%	199
2020 Q2	$68K	Buy	+1,000	New	+$62.7K	0.06%	180

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 $3.37T AUM 44.26% 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

Benjamin Edwards Inc's SPG Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Simon Property Group (SPG) stake by 19% in Q2 2026, selling an estimated $264K and leaving 5,579 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #727.

Benjamin Edwards Inc first reported a position in SPG in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.28M in Q1 2026. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Benjamin Edwards Inc held 5,579 shares of Simon Property Group worth $1.25M as of Q2 2026.
Benjamin Edwards Inc sold 1,283 Simon Property Group shares in Q2 2026, an estimated $264K.
Simon Property Group made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #727 holding.
Benjamin Edwards Inc first reported a position in Simon Property Group in Q2 2020 and has held it in 25 quarters since.
Benjamin Edwards Inc's Simon Property Group position peaked at $1.28M in Q1 2026.
1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.