Diversify Wealth Management’s Simon Property Group SPG Stock Holding History

Diversify Wealth Management’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	$1.21M	Sell	5,240 -6,229	-54%	-$1.28M	0.02%	566
2026 Q1	$2.29M	Buy	11,469 +8,137	+244%	+$1.55M	0.04%	339
2025 Q4	$614K	Buy	3,332 +118	+4%	+$21.4K	0.03%	395
2025 Q3	$568K	Buy	3,214 +168	+6%	+$29K	0.03%	354
2025 Q2	$515K	Sell	3,046 -190	-6%	-$30K	0.03%	364
2025 Q1	$507K	Buy	3,236 +201	+7%	+$35.1K	0.04%	360
2024 Q4	$519K	Buy	3,035 +74	+2%	+$13K	0.04%	345
2024 Q3	$515K	Buy	2,961 +87	+3%	+$13.8K	0.05%	310
2024 Q2	$425K	Buy	+2,874	New	+$423K	0.05%	306

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diversify Wealth Management's SPG Position: Q2 2026 in Review

Diversify Wealth Management reduced its Simon Property Group (SPG) stake by 54% in Q2 2026, selling an estimated $1.28M and leaving 5,240 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #566.

Diversify Wealth Management first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.29M in Q1 2026. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Diversify Wealth Management held 5,240 shares of Simon Property Group worth $1.21M as of Q2 2026.
Diversify Wealth Management sold 6,229 Simon Property Group shares in Q2 2026, an estimated $1.28M.
Simon Property Group made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #566 holding.
Diversify Wealth Management first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Simon Property Group position peaked at $2.29M in Q1 2026.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.