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Cassaday & Co Wealth Management’s Simon Property Group SPG Stock Holding History

Cassaday & Co 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 		$671 Sell
3
-6
-67% -$1.24K ﹤0.01% 1110
2026
Q1 		$1.68K Buy
+9
New +$1.72K ﹤0.01% 1086

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

Cassaday & Co Wealth Management's SPG Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Simon Property Group (SPG) stake by 67% in Q2 2026, selling an estimated $1.24K and leaving 3 shares worth $671. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Cassaday & Co Wealth Management first reported a position in SPG in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.68K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Cassaday & Co Wealth Management held 3 shares of Simon Property Group worth $671 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 6 Simon Property Group shares in Q2 2026, an estimated $1.24K.
  • Simon Property Group made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1110 holding.
  • Cassaday & Co Wealth Management first reported a position in Simon Property Group in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Simon Property Group position peaked at $1.68K in Q1 2026.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.