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

Concord 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	$141K	Buy	+632	New	+$130K	0.02%	256
2026 Q1	–	Sell	-632	Closed	-$117K	–	700
2025 Q4	$117K	Hold	632	–	–	0.02%	239
2025 Q3	$119K	Hold	632	–	–	0.02%	241
2025 Q2	$102K	Hold	632	–	–	0.01%	267
2025 Q1	$105K	Hold	632	–	–	0.02%	241
2024 Q4	$109K	Hold	632	–	–	0.02%	246
2024 Q3	$107K	Sell	632 -2	-0.3%	-$317	0.02%	256
2024 Q2	$96.2K	Buy	634 +2	+0.3%	+$295	0.02%	247
2024 Q1	$98.9K	Hold	632	–	–	0.02%	273
2023 Q4	$90.1K	Sell	632 -143	-18%	-$17.3K	0.02%	286
2023 Q3	$83.7K	Sell	775 -21	-3%	-$2.46K	0.02%	306
2023 Q2	$91.9K	Buy	796 +24	+3%	+$2.61K	0.02%	284
2023 Q1	$86.4K	Sell	772 -35	-4%	-$4.18K	0.02%	270
2022 Q4	$94.8K	Buy	+807	New	+$89.7K	0.03%	267
2022 Q3	–	Sell	-807	Closed	-$77K	–	997
2022 Q2	$77K	Buy	807 +24	+3%	+$2.75K	0.02%	299
2022 Q1	$103K	Hold	783	–	–	0.03%	296
2021 Q4	$125K	Buy	783 +446	+132%	+$68.1K	0.03%	279
2021 Q3	$44K	Sell	337 -446	-57%	-$58K	0.02%	241
2021 Q2	$102K	Hold	783	–	–	0.03%	233
2021 Q1	$89K	Sell	783 -268	-25%	-$28K	0.03%	235
2020 Q4	$90K	Buy	+1,051	New	+$80.3K	0.07%	142

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

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

Concord Wealth Partners opened a new position in Simon Property Group (SPG) in Q2 2026: 632 shares worth $141K. The stake represents 0.02% of the portfolio and ranks #256 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SPG as recently as Q4 2025.

Concord Wealth Partners first reported a position in SPG in Q4 2020 and has held it in 21 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Concord Wealth Partners held 632 shares of Simon Property Group worth $141K as of Q2 2026.
Simon Property Group was a new Concord Wealth Partners position in Q2 2026.
Simon Property Group made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #256 holding.
Concord Wealth Partners first reported a position in Simon Property Group in Q4 2020 and has held it in 21 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.