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

Destiny 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 		– Sell
-177
Closed -$33K – 959
2026
Q1 		$33K Buy
+177
New +$33.8K ﹤0.01% 522

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State Street
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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

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

Destiny Wealth Partners sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 177 shares — an estimated $33K sold.

Destiny Wealth Partners first reported a position in SPG in Q1 2026 and held it in 1 quarter. The position peaked at $33K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Destiny Wealth Partners reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 177 Simon Property Group shares in Q2 2026, an estimated $33K.
  • Destiny Wealth Partners first reported a position in Simon Property Group in Q1 2026 and held it in 1 quarter.
  • Destiny Wealth Partners's Simon Property Group position peaked at $33K in Q1 2026.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.