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Element Wealth’s Simon Property Group SPG Stock Holding History

Element Wealth’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 		$635K Buy
2,839
+17
+0.6% +$3.5K 0.24% 102
2026
Q1 		$526K Buy
2,822
+18
+0.6% +$3.43K 0.22% 104
2025
Q4 		$519K Buy
2,804
+20
+0.7% +$3.63K 0.21% 104
2025
Q3 		$522K Buy
2,784
+20
+0.7% +$3.45K 0.23% 99
2025
Q2 		$444K Sell
2,764
-745
-21% -$118K 0.2% 97
2025
Q1 		$583K Buy
3,509
+30
+0.9% +$5.24K 0.31% 70
2024
Q4 		$599K Buy
3,479
+28
+0.8% +$4.91K 0.31% 67
2024
Q3 		$583K Sell
3,451
-72
-2% -$11.4K 0.31% 63
2024
Q2 		$535K Sell
3,523
-326
-8% -$48K 0.3% 66
2024
Q1 		$602K Hold
3,849
– – 0.35% 56
2023
Q4 		$549K Sell
3,849
-258
-6% -$31.2K 0.34% 58
2023
Q3 		$444K Buy
4,107
+38
+0.9% +$4.45K 0.32% 59
2023
Q2 		$470K Sell
4,069
-148
-4% -$16.1K 0.33% 58
2023
Q1 		$472K Buy
4,217
+37
+0.9% +$4.42K 0.35% 56
2022
Q4 		$491K Sell
4,180
-192
-4% -$21.3K 0.4% 48
2022
Q3 		$392K Buy
4,372
+50
+1% +$5.11K 0.36% 52
2022
Q2 		$410K Buy
4,322
+42
+1% +$4.81K 0.41% 48
2022
Q1 		$563K Sell
4,280
-196
-4% -$27.9K 0.45% 41
2021
Q4 		$715K Buy
4,476
+29
+0.7% +$4.43K 0.54% 30
2021
Q3 		$578K Buy
4,447
+50
+1% +$6.51K 0.46% 35
2021
Q2 		$574K Buy
4,397
+30
+0.7% +$3.73K 0.45% 39
2021
Q1 		$497K Sell
4,367
-172
-4% -$17.9K 0.41% 44
2020
Q4 		$387K Buy
4,539
+55
+1% +$4.2K 0.36% 55
2020
Q3 		$290K Buy
4,484
+158
+4% +$10.4K 0.31% 64
2020
Q2 		$296K Buy
+4,326
New +$271K 0.34% 58

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

Element Wealth's SPG Position: Q2 2026 in Review

Element Wealth increased its Simon Property Group (SPG) stake by 0.6% in Q2 2026, buying an estimated $3.5K and bringing the position to 2,839 shares worth $635K. The position accounts for 0.24% of the portfolio, ranked #102.

Element Wealth first reported a position in SPG in Q2 2020 and has held it in 25 quarters since. The position peaked at $715K in Q4 2021. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Element Wealth held 2,839 shares of Simon Property Group worth $635K as of Q2 2026.
  • Element Wealth bought 17 Simon Property Group shares in Q2 2026, an estimated $3.5K.
  • Simon Property Group made up 0.24% of Element Wealth's portfolio in Q2 2026, its #102 holding.
  • Element Wealth first reported a position in Simon Property Group in Q2 2020 and has held it in 25 quarters since.
  • Element Wealth's Simon Property Group position peaked at $715K in Q4 2021.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.