Curated Wealth Partners’s Simon Property Group SPG Stock Holding History

Curated Wealth Partners’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	$2.27M	Buy	+21,029	New	+$4.33M	0.29%	62

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Curated Wealth Partners's SPG Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Simon Property Group (SPG) in Q2 2026: 21,029 shares worth $2.27M. The stake represents 0.29% of the portfolio and ranks #62 among its holdings.

397 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Curated Wealth Partners held 21,029 shares of Simon Property Group worth $2.27M as of Q2 2026.
Simon Property Group was a new Curated Wealth Partners position in Q2 2026.
Simon Property Group made up 0.29% of Curated Wealth Partners's portfolio in Q2 2026, its #62 holding.
397 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.