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

EP 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 		$533K Buy
2,381
+497
+26% +$102K ﹤0.01% 1004
2026
Q1 		$351K Sell
1,884
-636
-25% -$121K ﹤0.01% 1077
2025
Q4 		$467K Buy
+2,520
New +$458K ﹤0.01% 913
2025
Q2 		$330K Buy
2,053
+345
+20% +$54.5K ﹤0.01% 964
2025
Q1 		$284K Sell
1,708
-2,680
-61% -$468K ﹤0.01% 937
2024
Q4 		$756K Buy
4,388
+2,537
+137% +$445K 0.01% 575
2024
Q3 		$313K Buy
1,851
+413
+29% +$65.4K ﹤0.01% 840
2024
Q2 		$218K Buy
+1,438
New +$212K ﹤0.01% 738

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

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

EP Wealth Advisors increased its Simon Property Group (SPG) stake by 26% in Q2 2026, buying an estimated $102K and bringing the position to 2,381 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

EP Wealth Advisors first reported a position in SPG in Q2 2024 and has held it in 8 quarters since. The position peaked at $756K in Q4 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • EP Wealth Advisors held 2,381 shares of Simon Property Group worth $533K as of Q2 2026.
  • EP Wealth Advisors bought 497 Simon Property Group shares in Q2 2026, an estimated $102K.
  • Simon Property Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1004 holding.
  • EP Wealth Advisors first reported a position in Simon Property Group in Q2 2024 and has held it in 8 quarters since.
  • EP Wealth Advisors's Simon Property Group position peaked at $756K in Q4 2024.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.