Delap Wealth Advisory’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
Other funds holding SPG
Delap Wealth Advisory's SPG Position: Q2 2026 in Review
Delap Wealth Advisory opened a new position in Simon Property Group (SPG) in Q2 2026: 966 shares worth $216K. The stake represents 0.07% of the portfolio and ranks #87 among its holdings. This is a return to the name: Delap Wealth Advisory previously reported a position in SPG as recently as Q4 2023.
Delap Wealth Advisory first reported a position in SPG in Q4 2023 and has held it in 2 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Delap Wealth Advisory held 966 shares of Simon Property Group worth $216K as of Q2 2026.
- Simon Property Group was a new Delap Wealth Advisory position in Q2 2026.
- Simon Property Group made up 0.07% of Delap Wealth Advisory's portfolio in Q2 2026, its #87 holding.
- Delap Wealth Advisory first reported a position in Simon Property Group in Q4 2023 and has held it in 2 quarters since.
- 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.