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Cornerstone Wealth Group’s Simon Property Group SPG Stock Holding History

Cornerstone Wealth Group’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 		$5.73M Sell
25,619
-2,111
-8% -$434K 0.34% 83
2026
Q1 		$5.68M Buy
27,730
+260
+0.9% +$49.6K 0.36% 80
2025
Q4 		$5.08M Buy
27,470
+669
+2% +$122K 0.35% 86
2025
Q3 		$5.03M Buy
26,801
+626
+2% +$108K 0.34% 80
2025
Q2 		$4.21M Buy
26,175
+1,658
+7% +$262K 0.32% 86
2025
Q1 		$4.07M Buy
24,517
+1,359
+6% +$238K 0.34% 87
2024
Q4 		$3.99M Buy
23,158
+493
+2% +$86.5K 0.33% 80
2024
Q3 		$3.83M Buy
22,665
+423
+2% +$67K 0.32% 88
2024
Q2 		$3.38M Buy
22,242
+1,704
+8% +$251K 0.3% 84
2024
Q1 		$3.21M Buy
+20,538
New +$3.01M 0.3% 87

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

Cornerstone Wealth Group's SPG Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Simon Property Group (SPG) stake by 7.6% in Q2 2026, selling an estimated $434K and leaving 25,619 shares worth $5.73M. The position accounts for 0.34% of the portfolio, ranked #83.

Cornerstone Wealth Group first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Cornerstone Wealth Group held 25,619 shares of Simon Property Group worth $5.73M as of Q2 2026.
  • Cornerstone Wealth Group sold 2,111 Simon Property Group shares in Q2 2026, an estimated $434K.
  • Simon Property Group made up 0.34% of Cornerstone Wealth Group's portfolio in Q2 2026, its #83 holding.
  • Cornerstone Wealth Group first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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