Focus Partners Wealth
SPG icon

Focus Partners Wealth’s Simon Property Group SPG Stock Holding History

Focus Partners Wealth’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 		$36.2M Buy
161,748
+17,538
+12% +$3.61M 0.04% 381
2026
Q1 		$26.9M Sell
144,210
-7,363
-5% -$1.4M 0.03% 429
2025
Q4 		$28.1M Sell
151,573
-7,730
-5% -$1.4M 0.03% 411
2025
Q3 		$29.9M Buy
159,303
+4,520
+3% +$780K 0.05% 307
2025
Q2 		$24.9M Buy
154,783
+40,627
+36% +$6.42M 0.05% 311
2025
Q1 		$19M Sell
114,156
-2,433
-2% -$425K 0.05% 336
2024
Q4 		$20.1M Buy
116,589
+55,272
+90% +$9.7M 0.05% 323
2024
Q3 		$10.4M Buy
61,317
+57,879
+1,684% +$9.16M 0.03% 402
2024
Q2 		$522K Buy
+3,438
New +$506K ﹤0.01% 940

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

Focus Partners Wealth's SPG Position: Q2 2026 in Review

Focus Partners Wealth increased its Simon Property Group (SPG) stake by 12% in Q2 2026, buying an estimated $3.61M and bringing the position to 161,748 shares worth $36.2M. The position accounts for 0.04% of the portfolio, ranked #381.

Focus Partners Wealth 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.

  • Focus Partners Wealth held 161,748 shares of Simon Property Group worth $36.2M as of Q2 2026.
  • Focus Partners Wealth bought 17,538 Simon Property Group shares in Q2 2026, an estimated $3.61M.
  • Simon Property Group made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #381 holding.
  • Focus Partners Wealth 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.