Emergent Wealth Advisors’s Simon Property Group SPG Stock Holding History

Emergent Wealth Advisors’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	$1.88M	Buy	8,473 +363	+4%	+$74.7K	0.98%	24
2026 Q1	$1.51M	Buy	8,110 +163	+2%	+$31.1K	0.89%	24
2025 Q4	$1.47M	Buy	7,947 +452	+6%	+$82.1K	0.83%	30
2025 Q3	$1.41M	Buy	7,495 +557	+8%	+$96.2K	0.82%	30
2025 Q2	$1.13M	Buy	6,938 +513	+8%	+$81.1K	0.72%	32
2025 Q1	$1.07M	Buy	6,425 +1,340	+26%	+$234K	0.77%	28
2024 Q4	$876K	Buy	5,085 +109	+2%	+$19.1K	0.63%	34
2024 Q3	$841K	Buy	4,976 +155	+3%	+$24.5K	0.62%	34
2024 Q2	$747K	Buy	4,821 +344	+8%	+$50.7K	0.6%	34
2024 Q1	$701K	Sell	4,477 -168	-4%	-$24.6K	0.6%	32
2023 Q4	$663K	Buy	+4,645	New	+$561K	0.62%	30

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 $3.37T AUM 44.26% 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

Emergent Wealth Advisors's SPG Position: Q2 2026 in Review

Emergent Wealth Advisors increased its Simon Property Group (SPG) stake by 4.5% in Q2 2026, buying an estimated $74.7K and bringing the position to 8,473 shares worth $1.88M. The position accounts for 0.98% of the portfolio, ranked #24.

Emergent Wealth Advisors first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Emergent Wealth Advisors held 8,473 shares of Simon Property Group worth $1.88M as of Q2 2026.
Emergent Wealth Advisors bought 363 Simon Property Group shares in Q2 2026, an estimated $74.7K.
Simon Property Group made up 0.98% of Emergent Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Emergent Wealth Advisors first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
1,350 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.