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

Dogwood 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 		$42.9K Buy
192
+21
+12% +$4.32K 0.02% 172
2026
Q1 		$31.9K Buy
171
+41
+32% +$7.82K 0.01% 182
2025
Q4 		$24.1K Buy
130
+16
+14% +$2.91K 0.01% 180
2025
Q3 		$21.4K Buy
114
+61
+115% +$10.5K 0.01% 183
2025
Q2 		$8.66K Buy
53
+33
+165% +$5.21K ﹤0.01% 312
2025
Q1 		$3.32K Buy
+20
New +$3.5K ﹤0.01% 284
2024
Q3 		– Hold
0
– – – 339
2024
Q2 		– Hold
0
– – – 364
2024
Q1 		– Hold
0
– – – 369
2023
Q4 		– Hold
0
– – – 374

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

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

Dogwood Wealth Management increased its Simon Property Group (SPG) stake by 12% in Q2 2026, buying an estimated $4.32K and bringing the position to 192 shares worth $42.9K. The position accounts for 0.02% of the portfolio, ranked #172.

Dogwood Wealth Management first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Dogwood Wealth Management held 192 shares of Simon Property Group worth $42.9K as of Q2 2026.
  • Dogwood Wealth Management bought 21 Simon Property Group shares in Q2 2026, an estimated $4.32K.
  • Simon Property Group made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Dogwood Wealth Management first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.