Corient Private Wealth
SPG icon

Corient Private Wealth’s Simon Property Group SPG Stock Holding History

Corient Private Wealth’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
Q1 		$9.83M Sell
53,028
-119,183
-69% -$22.7M 0.01% 631
2025
Q4 		$31.5M Buy
172,211
+95,048
+123% +$17.3M 0.02% 462
2025
Q3 		$14.5M Buy
77,163
+3,727
+5% +$643K 0.02% 453
2025
Q2 		$11.8M Sell
73,436
-2,545
-3% -$402K 0.02% 488
2025
Q1 		$12.6M Buy
75,981
+1,680
+2% +$294K 0.02% 470
2024
Q4 		$12.6M Sell
74,301
-6,535
-8% -$1.15M 0.02% 465
2024
Q3 		$13.7M Buy
80,836
+4,184
+5% +$662K 0.02% 488
2024
Q2 		$11.6M Buy
76,652
+1,971
+3% +$290K 0.02% 495
2024
Q1 		$11.7M Sell
74,681
-386
-0.5% -$56.6K 0.02% 489
2023
Q4 		$10.7M Buy
75,067
+37,108
+98% +$4.49M 0.02% 503
2023
Q3 		$4.1M Buy
37,959
+3,853
+11% +$451K 0.01% 684
2023
Q2 		$3.94M Sell
34,106
-3,568
-9% -$389K 0.01% 703
2023
Q1 		$4.22M Buy
37,674
+11,617
+45% +$1.39M 0.01% 635
2022
Q4 		$3.06M Buy
+26,057
New +$2.9M 0.01% 605

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Corient Private Wealth's SPG Position: Q1 2026 in Review

Corient Private Wealth reduced its Simon Property Group (SPG) stake by 69% in Q1 2026, selling an estimated $22.7M and leaving 53,028 shares worth $9.83M. The position accounts for 0.01% of the portfolio, ranked #631.

Corient Private Wealth first reported a position in SPG in Q4 2022 and has held it in 14 quarters since. The position peaked at $31.5M in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Corient Private Wealth held 53,028 shares of Simon Property Group worth $9.83M as of Q1 2026.
  • Corient Private Wealth sold 119,183 Simon Property Group shares in Q1 2026, an estimated $22.7M.
  • Simon Property Group made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #631 holding.
  • Corient Private Wealth first reported a position in Simon Property Group in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Simon Property Group position peaked at $31.5M in Q4 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.