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CWA Asset Management Group’s Simon Property Group SPG Stock Holding History

CWA Asset Management 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 		$741K Buy
3,314
+533
+19% +$110K 0.02% 434
2026
Q1 		$519K Buy
2,781
+206
+8% +$39.3K 0.02% 480
2025
Q4 		$477K Buy
2,575
+323
+14% +$58.7K 0.02% 469
2025
Q3 		$423K Buy
2,252
+194
+9% +$33.5K 0.02% 494
2025
Q2 		$331K Buy
2,058
+178
+9% +$28.1K 0.01% 522
2025
Q1 		$312K Sell
1,880
-291
-13% -$50.9K 0.02% 504
2024
Q4 		$374K Sell
2,171
-6,721
-76% -$1.18M 0.02% 438
2024
Q3 		$1.5M Buy
+8,892
New +$1.41M 0.08% 186
2024
Q1 		$1.2M Buy
7,668
+4,447
+138% +$652K 0.07% 199
2023
Q4 		$459K Sell
3,221
-930
-22% -$112K 0.03% 261
2023
Q3 		$448K Sell
4,151
-177
-4% -$20.7K 0.03% 230
2023
Q2 		$500K Buy
4,328
+369
+9% +$40.2K 0.03% 219
2023
Q1 		$443K Buy
3,959
+536
+16% +$64K 0.03% 214
2022
Q4 		$402K Buy
3,423
+652
+24% +$72.5K 0.03% 215
2022
Q3 		$249K Buy
+2,771
New +$283K 0.02% 254
2021
Q1 		– Sell
-43,582
Closed -$3.72M – 297
2020
Q4 		$3.72M Buy
43,582
+3
+0% +$229 0.39% 70
2020
Q3 		$2.82M Buy
43,579
+3
+0% +$197 0.38% 64
2020
Q2 		$2.98M Buy
+43,576
New +$2.73M 0.52% 51

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

CWA Asset Management Group's SPG Position: Q2 2026 in Review

CWA Asset Management Group increased its Simon Property Group (SPG) stake by 19% in Q2 2026, buying an estimated $110K and bringing the position to 3,314 shares worth $741K. The position accounts for 0.02% of the portfolio, ranked #434.

CWA Asset Management Group first reported a position in SPG in Q2 2020 and has held it in 18 quarters since. The position peaked at $3.72M in Q4 2020. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • CWA Asset Management Group held 3,314 shares of Simon Property Group worth $741K as of Q2 2026.
  • CWA Asset Management Group bought 533 Simon Property Group shares in Q2 2026, an estimated $110K.
  • Simon Property Group made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #434 holding.
  • CWA Asset Management Group first reported a position in Simon Property Group in Q2 2020 and has held it in 18 quarters since.
  • CWA Asset Management Group's Simon Property Group position peaked at $3.72M in Q4 2020.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.