CWP
SPG icon

Clark Wealth Partners’s Simon Property Group SPG Stock Holding History

Clark Wealth Partners’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 		$4.47K Hold
20
– – ﹤0.01% 321
2026
Q1 		$3.73K Buy
20
+5
+33% +$954 ﹤0.01% 374
2025
Q4 		$2.78K Hold
15
– – ﹤0.01% 402
2025
Q3 		$2.78K Hold
15
– – ﹤0.01% 402
2025
Q2 		$2.41K Sell
15
-1
-6% -$158 ﹤0.01% 360
2025
Q1 		$2.66K Sell
16
-1
-6% -$175 ﹤0.01% 341
2024
Q4 		$2.93K Buy
+17
New +$2.98K ﹤0.01% 308

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clark Wealth Partners's SPG Position: Q2 2026 in Review

Clark Wealth Partners held its Simon Property Group (SPG) position steady in Q2 2026 at 20 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Clark Wealth Partners first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,293 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Clark Wealth Partners held 20 shares of Simon Property Group worth $4.47K as of Q2 2026.
  • Clark Wealth Partners left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #321 holding.
  • Clark Wealth Partners first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.