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Chung Wu Investment Group’s Simon Property Group SPG Stock Holding History

Chung Wu Investment Group’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 		$1.39M Sell
6,200
-1,250
-17% -$257K 0.91% 28
2026
Q1 		$1.39M Sell
7,450
-100
-1% -$19.1K 1.2% 21
2025
Q4 		$1.4M Hold
7,550
– – 1.14% 22
2025
Q3 		$1.42M Hold
7,550
– – 1.18% 21
2025
Q2 		$1.21M Sell
7,550
-200
-3% -$31.6K 1.27% 20
2025
Q1 		$1.29M Hold
7,750
– – 1.54% 18
2024
Q4 		$1.33M Buy
+7,750
New +$1.36M 1.34% 19

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

Chung Wu Investment Group's SPG Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Simon Property Group (SPG) stake by 17% in Q2 2026, selling an estimated $257K and leaving 6,200 shares worth $1.39M. The position accounts for 0.91% of the portfolio, ranked #28.

Chung Wu Investment Group first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q3 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Chung Wu Investment Group held 6,200 shares of Simon Property Group worth $1.39M as of Q2 2026.
  • Chung Wu Investment Group sold 1,250 Simon Property Group shares in Q2 2026, an estimated $257K.
  • Simon Property Group made up 0.91% of Chung Wu Investment Group's portfolio in Q2 2026, its #28 holding.
  • Chung Wu Investment Group first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • Chung Wu Investment Group's Simon Property Group position peaked at $1.42M in Q3 2025.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.