EPG Wealth Management’s Simon Property Group SPG Stock Holding History

EPG Wealth Management’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	$280K	Hold	1,254	–	–	0.07%	165
2026 Q1	$234K	Hold	1,254	–	–	0.06%	174
2025 Q4	$232K	Hold	1,254	–	–	0.06%	178
2025 Q3	$235K	Hold	1,254	–	–	0.06%	175
2025 Q2	$202K	Hold	1,254	–	–	0.06%	183
2025 Q1	$208K	Hold	1,254	–	–	0.06%	223
2024 Q4	$216K	Hold	1,254	–	–	0.06%	224
2024 Q3	$212K	Buy	+1,254	New	+$199K	0.05%	235
2022 Q2	–	Sell	-2,471	Closed	-$325K	–	371
2022 Q1	$325K	Sell	2,471 -43	-2%	-$6.13K	0.11%	164
2021 Q4	$402K	Buy	+2,514	New	+$384K	0.14%	135

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

EPG Wealth Management's SPG Position: Q2 2026 in Review

EPG Wealth Management held its Simon Property Group (SPG) position steady in Q2 2026 at 1,254 shares worth $280K. The position accounts for 0.07% of the portfolio, ranked #165.

EPG Wealth Management first reported a position in SPG in Q4 2021 and has held it in 10 quarters since. The position peaked at $402K in Q4 2021. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

EPG Wealth Management held 1,254 shares of Simon Property Group worth $280K as of Q2 2026.
EPG Wealth Management left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.07% of EPG Wealth Management's portfolio in Q2 2026, its #165 holding.
EPG Wealth Management first reported a position in Simon Property Group in Q4 2021 and has held it in 10 quarters since.
EPG Wealth Management's Simon Property Group position peaked at $402K in Q4 2021.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.