Brandywine Oak Private Wealth’s Simon Property Group SPG Stock Holding History

Brandywine Oak Private 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 Q2	$224K	Buy	+1,000	New	+$206K	0.02%	231
2020 Q1	–	Sell	-1,698	Closed	-$252K	–	252
2019 Q4	$252K	Sell	1,698 -1,139	-40%	-$171K	0.05%	211
2019 Q3	$441K	Buy	2,837 +155	+6%	+$24.1K	0.08%	117
2019 Q2	$428K	Sell	2,682 -79	-3%	-$13.6K	0.09%	120
2019 Q1	$503K	Buy	2,761 +171	+7%	+$30.4K	0.1%	102
2018 Q4	$438K	Buy	+2,590	New	+$463K	0.1%	107

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

Brandywine Oak Private Wealth's SPG Position: Q2 2026 in Review

Brandywine Oak Private Wealth opened a new position in Simon Property Group (SPG) in Q2 2026: 1,000 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #231 among its holdings. This is a return to the name: Brandywine Oak Private Wealth previously reported a position in SPG as recently as Q4 2019.

Brandywine Oak Private Wealth first reported a position in SPG in Q4 2018 and has held it in 6 quarters since. The position peaked at $503K in Q1 2019. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Brandywine Oak Private Wealth held 1,000 shares of Simon Property Group worth $224K as of Q2 2026.
Simon Property Group was a new Brandywine Oak Private Wealth position in Q2 2026.
Simon Property Group made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #231 holding.
Brandywine Oak Private Wealth first reported a position in Simon Property Group in Q4 2018 and has held it in 6 quarters since.
Brandywine Oak Private Wealth's Simon Property Group position peaked at $503K in Q1 2019.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.