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
Q2 		$19.5M Buy
87,140
+34,112
+64% +$7.02M 0.03% 424
2026
Q1 		$9.83M Sell
53,028
-31,697
-37% -$6.04M 0.01% 631
2025
Q4 		$15.7M Buy
84,725
+7,562
+10% +$1.37M 0.02% 453
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 $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

Corient Private Wealth's SPG Position: Q2 2026 in Review

Corient Private Wealth increased its Simon Property Group (SPG) stake by 64% in Q2 2026, buying an estimated $7.02M and bringing the position to 87,140 shares worth $19.5M. The position accounts for 0.03% of the portfolio, ranked #424.

Corient Private Wealth first reported a position in SPG in Q4 2022 and has held it in 15 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Corient Private Wealth held 87,140 shares of Simon Property Group worth $19.5M as of Q2 2026.
  • Corient Private Wealth bought 34,112 Simon Property Group shares in Q2 2026, an estimated $7.02M.
  • Simon Property Group made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #424 holding.
  • Corient Private Wealth first reported a position in Simon Property Group in Q4 2022 and has held it in 15 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.