DWS
SPG icon

Dynamic Wealth Strategies’s Simon Property Group SPG Stock Holding History

Dynamic Wealth Strategies’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 		$47K Hold
210
– – 0.03% 160
2026
Q1 		$39.2K Buy
210
+139
+196% +$26.5K 0.02% 165
2025
Q4 		$13.1K Buy
71
+20
+39% +$3.63K 0.01% 198
2025
Q3 		$9.57K Buy
51
+16
+46% +$2.76K 0.01% 206
2025
Q2 		$5.63K Sell
35
-14
-29% -$2.21K ﹤0.01% 214
2025
Q1 		$8.14K Buy
+49
New +$8.56K 0.01% 199

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

Dynamic Wealth Strategies's SPG Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Simon Property Group (SPG) position steady in Q2 2026 at 210 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #160.

Dynamic Wealth Strategies first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Dynamic Wealth Strategies held 210 shares of Simon Property Group worth $47K as of Q2 2026.
  • Dynamic Wealth Strategies left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.03% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #160 holding.
  • Dynamic Wealth Strategies first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.