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

Elevation 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	$384K	Buy	1,719 +3	+0.2%	+$617	0.12%	93
2026 Q1	$320K	Sell	1,716 -136	-7%	-$25.9K	0.11%	96
2025 Q4	$343K	Buy	1,852 +5	+0.3%	+$908	0.12%	92
2025 Q3	$347K	Buy	1,847 +28	+2%	+$4.83K	0.12%	89
2025 Q2	$292K	Hold	1,819	–	–	0.12%	97
2025 Q1	$302K	Hold	1,819	–	–	0.13%	88
2024 Q4	$313K	Sell	1,819 -200	-10%	-$35.1K	0.13%	87
2024 Q3	$341K	Hold	2,019	–	–	0.15%	83
2024 Q2	$306K	Hold	2,019	–	–	0.15%	83
2024 Q1	$316K	Hold	2,019	–	–	0.16%	86
2023 Q4	$218K	Buy	+2,019	New	+$244K	0.13%	94
2023 Q2	–	Sell	-508	Closed	-$56.8K	–	371
2023 Q1	$56.8K	Buy	+508	New	+$60.7K	0.05%	142

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

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

Elevation Wealth Partners increased its Simon Property Group (SPG) stake by 0.17% in Q2 2026, buying an estimated $617 and bringing the position to 1,719 shares worth $384K. The position accounts for 0.12% of the portfolio, ranked #93.

Elevation Wealth Partners first reported a position in SPG in Q1 2023 and has held it in 12 quarters since. 467 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Elevation Wealth Partners held 1,719 shares of Simon Property Group worth $384K as of Q2 2026.
Elevation Wealth Partners bought 3 Simon Property Group shares in Q2 2026, an estimated $617.
Simon Property Group made up 0.12% of Elevation Wealth Partners's portfolio in Q2 2026, its #93 holding.
Elevation Wealth Partners first reported a position in Simon Property Group in Q1 2023 and has held it in 12 quarters since.
467 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.