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Brady Martz Wealth Solutions’s Simon Property Group SPG Stock Holding History

Brady Martz Wealth Solutions’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 		$376K Buy
1,680
+93
+6% +$19.1K 0.06% 159
2026
Q1 		$296K Buy
+1,587
New +$303K 0.05% 160

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

Brady Martz Wealth Solutions's SPG Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Simon Property Group (SPG) stake by 5.9% in Q2 2026, buying an estimated $19.1K and bringing the position to 1,680 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #159.

Brady Martz Wealth Solutions first reported a position in SPG in Q1 2026 and has held it in 2 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Brady Martz Wealth Solutions held 1,680 shares of Simon Property Group worth $376K as of Q2 2026.
  • Brady Martz Wealth Solutions bought 93 Simon Property Group shares in Q2 2026, an estimated $19.1K.
  • Simon Property Group made up 0.06% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #159 holding.
  • Brady Martz Wealth Solutions first reported a position in Simon Property Group in Q1 2026 and has held it in 2 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.