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

Exencial 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 Q1	$731K	Buy	+3,918	New	+$747K	0.02%	338

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Exencial Wealth Advisors's SPG Position: Q1 2026 in Review

Exencial Wealth Advisors opened a new position in Simon Property Group (SPG) in Q1 2026: 3,918 shares worth $731K. The stake represents 0.02% of the portfolio and ranks #338 among its holdings.

1,310 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Exencial Wealth Advisors held 3,918 shares of Simon Property Group worth $731K as of Q1 2026.
Simon Property Group was a new Exencial Wealth Advisors position in Q1 2026.
Simon Property Group made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #338 holding.
1,310 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.