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Essential Partners’s Simon Property Group SPG Stock Holding History

Essential 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 		$36K Sell
161
-96
-37% -$19.8K 0.02% 700
2026
Q1 		$48K Sell
257
-624
-71% -$119K 0.02% 612
2025
Q4 		$163K Buy
881
+17
+2% +$3.09K 0.05% 356
2025
Q3 		$162K Buy
864
+662
+328% +$114K 0.05% 357
2025
Q2 		$32.5K Buy
+202
New +$31.9K 0.01% 562

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

Essential Partners's SPG Position: Q2 2026 in Review

Essential Partners reduced its Simon Property Group (SPG) stake by 37% in Q2 2026, selling an estimated $19.8K and leaving 161 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #700.

Essential Partners first reported a position in SPG in Q2 2025 and has held it in 5 quarters since. The position peaked at $163K in Q4 2025. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Essential Partners held 161 shares of Simon Property Group worth $36K as of Q2 2026.
  • Essential Partners sold 96 Simon Property Group shares in Q2 2026, an estimated $19.8K.
  • Simon Property Group made up 0.02% of Essential Partners's portfolio in Q2 2026, its #700 holding.
  • Essential Partners first reported a position in Simon Property Group in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Simon Property Group position peaked at $163K in Q4 2025.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.