BWM
SPG icon

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

Biltmore 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 		$274K Buy
1,223
+57
+5% +$11.7K 0.09% 55
2026
Q1 		$218K Buy
1,166
+13
+1% +$2.48K 0.08% 59
2025
Q4 		$213K Buy
1,153
+14
+1% +$2.54K 0.08% 57
2025
Q3 		$214K Buy
+1,139
New +$197K 0.08% 57

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

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

Biltmore Wealth Management increased its Simon Property Group (SPG) stake by 4.9% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,223 shares worth $274K. The position accounts for 0.09% of the portfolio, ranked #55.

Biltmore Wealth Management first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Biltmore Wealth Management held 1,223 shares of Simon Property Group worth $274K as of Q2 2026.
  • Biltmore Wealth Management bought 57 Simon Property Group shares in Q2 2026, an estimated $11.7K.
  • Simon Property Group made up 0.09% of Biltmore Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Biltmore Wealth Management first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Biltmore Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.