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Copia Wealth Management’s Simon Property Group SPG Stock Holding History

Copia 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 		– Sell
-5
Closed -$933 – 580
2026
Q1 		$933 Hold
5
– – ﹤0.01% 477
2025
Q4 		$926 Hold
5
– – ﹤0.01% 475
2025
Q3 		$938 Hold
5
– – ﹤0.01% 434
2025
Q2 		$804 Hold
5
– – ﹤0.01% 427
2025
Q1 		$830 Hold
5
– – ﹤0.01% 405
2024
Q4 		$861 Buy
+5
New +$878 ﹤0.01% 381

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

Copia Wealth Management's SPG Position: Q2 2026 in Review

Copia Wealth Management sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 5 shares — an estimated $933 sold.

Copia Wealth Management first reported a position in SPG in Q4 2024 and held it in 6 quarters. The position peaked at $938 in Q3 2025. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Copia Wealth Management reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Copia Wealth Management sold 5 Simon Property Group shares in Q2 2026, an estimated $933.
  • Copia Wealth Management first reported a position in Simon Property Group in Q4 2024 and held it in 6 quarters.
  • Copia Wealth Management's Simon Property Group position peaked at $938 in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.