Fifth Third Wealth Advisors’s Simon Property Group SPG Stock Holding History

Fifth Third 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	$1.24M	Buy	5,543 +336	+6%	+$69.1K	0.03%	271
2026 Q1	$971K	Buy	5,207 +1,269	+32%	+$242K	0.03%	278
2025 Q4	$729K	Buy	3,938 +28	+0.7%	+$5.09K	0.03%	304
2025 Q3	$734K	Buy	3,910 +207	+6%	+$35.7K	0.03%	295
2025 Q2	$595K	Sell	3,703 -98	-3%	-$15.5K	0.03%	326
2025 Q1	$631K	Buy	3,801 +162	+4%	+$28.3K	0.03%	281
2024 Q4	$627K	Buy	3,639 +85	+2%	+$14.9K	0.03%	286
2024 Q3	$601K	Buy	3,554 +120	+3%	+$19K	0.04%	272
2024 Q2	$521K	Buy	+3,434	New	+$506K	0.04%	267

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

Fifth Third Wealth Advisors's SPG Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Simon Property Group (SPG) stake by 6.5% in Q2 2026, buying an estimated $69.1K and bringing the position to 5,543 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #271.

Fifth Third Wealth Advisors first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Fifth Third Wealth Advisors held 5,543 shares of Simon Property Group worth $1.24M as of Q2 2026.
Fifth Third Wealth Advisors bought 336 Simon Property Group shares in Q2 2026, an estimated $69.1K.
Simon Property Group made up 0.03% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #271 holding.
Fifth Third Wealth Advisors first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.