CW
SPG icon

CreativeOne Wealth’s Simon Property Group SPG Stock Holding History

CreativeOne 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 		$8.47M Buy
37,883
+6,808
+22% +$1.4M 0.18% 100
2026
Q1 		$5.8M Buy
31,075
+852
+3% +$162K 0.13% 143
2025
Q4 		$5.59M Buy
30,223
+3,367
+13% +$612K 0.14% 137
2025
Q3 		$5.04M Buy
26,856
+3,636
+16% +$628K 0.12% 156
2025
Q2 		$3.73M Buy
23,220
+3,442
+17% +$544K 0.1% 191
2025
Q1 		$3.28M Buy
19,778
+9,721
+97% +$1.7M 0.1% 200
2024
Q4 		$1.73M Buy
10,057
+2,502
+33% +$439K 0.05% 322
2024
Q3 		$1.28M Buy
7,555
+4,241
+128% +$671K 0.04% 367
2024
Q2 		$503K Buy
3,314
+344
+12% +$50.7K 0.03% 471
2024
Q1 		$465K Buy
+2,970
New +$436K 0.02% 582
2022
Q1 		– Sell
-2,062
Closed -$329K – 812
2021
Q4 		$329K Buy
2,062
+378
+22% +$57.7K 0.02% 570
2021
Q3 		$219K Sell
1,684
-102
-6% -$13.3K 0.01% 644
2021
Q2 		$233K Buy
+1,786
New +$222K 0.01% 608

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

CreativeOne Wealth's SPG Position: Q2 2026 in Review

CreativeOne Wealth increased its Simon Property Group (SPG) stake by 22% in Q2 2026, buying an estimated $1.4M and bringing the position to 37,883 shares worth $8.47M. The position accounts for 0.18% of the portfolio, ranked #100.

CreativeOne Wealth first reported a position in SPG in Q2 2021 and has held it in 13 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • CreativeOne Wealth held 37,883 shares of Simon Property Group worth $8.47M as of Q2 2026.
  • CreativeOne Wealth bought 6,808 Simon Property Group shares in Q2 2026, an estimated $1.4M.
  • Simon Property Group made up 0.18% of CreativeOne Wealth's portfolio in Q2 2026, its #100 holding.
  • CreativeOne Wealth first reported a position in Simon Property Group in Q2 2021 and has held it in 13 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.