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

Cornerstone 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 		$327K Sell
1,463
-96
-6% -$19.8K 0.01% 587
2026
Q1 		$291K Buy
1,559
+4
+0.3% +$763 0.01% 584
2025
Q4 		$288K Sell
1,555
-102
-6% -$18.5K 0.02% 561
2025
Q3 		$311K Buy
1,657
+20
+1% +$3.45K 0.02% 514
2025
Q2 		$263K Buy
1,637
+10
+0.6% +$1.58K 0.02% 546
2025
Q1 		$270K Buy
1,627
+4
+0.2% +$699 0.02% 501
2024
Q4 		$280K Sell
1,623
-47
-3% -$8.25K 0.02% 482
2024
Q3 		$282K Sell
1,670
-141
-8% -$22.3K 0.02% 471
2024
Q2 		$275K Buy
1,811
+139
+8% +$20.5K 0.02% 451
2024
Q1 		$262K Buy
1,672
+4
+0.2% +$587 0.02% 462
2023
Q4 		$238K Buy
+1,668
New +$202K 0.02% 464
2019
Q2 		– Sell
-565
Closed -$215K – 485
2019
Q1 		$215K Buy
+565
New +$100K 0.03% 472

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 Management's SPG Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Simon Property Group (SPG) stake by 6.2% in Q2 2026, selling an estimated $19.8K and leaving 1,463 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #587.

Cornerstone Wealth Management first reported a position in SPG in Q1 2019 and has held it in 12 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Cornerstone Wealth Management held 1,463 shares of Simon Property Group worth $327K as of Q2 2026.
  • Cornerstone Wealth Management sold 96 Simon Property Group shares in Q2 2026, an estimated $19.8K.
  • Simon Property Group made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #587 holding.
  • Cornerstone Wealth Management first reported a position in Simon Property Group in Q1 2019 and has held it in 12 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.