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GeoWealth Management’s Simon Property Group SPG Stock Holding History

GeoWealth 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 		$3.4M Sell
15,222
-4,402
-22% -$906K 0.11% 122
2026
Q1 		$3.66M Sell
19,624
-1,441
-7% -$275K 0.13% 102
2025
Q4 		$3.9M Sell
21,065
-56
-0.3% -$10.2K 0.14% 93
2025
Q3 		$3.96M Sell
21,121
-1,054
-5% -$182K 0.14% 94
2025
Q2 		$3.56M Sell
22,175
-4,788
-18% -$757K 0.14% 89
2025
Q1 		$4.48M Sell
26,963
-825
-3% -$144K 0.18% 73
2024
Q4 		$4.79M Buy
27,788
+5,332
+24% +$936K 0.16% 105
2024
Q3 		$3.8M Sell
22,456
-103
-0.5% -$16.3K 0.13% 122
2024
Q2 		$3.42M Buy
22,559
+5,802
+35% +$855K 0.15% 102
2024
Q1 		$2.62M Buy
16,757
+4,158
+33% +$610K 0.1% 148
2023
Q4 		$1.8M Buy
12,599
+3,673
+41% +$444K 0.15% 131
2023
Q3 		$964K Buy
+8,926
New +$1.05M 0.11% 148
2023
Q1 		– Sell
-1,985
Closed -$233K – 436
2022
Q4 		$233K Buy
+1,985
New +$221K 0.02% 228
2022
Q3 		– Sell
-3,405
Closed -$323K – 373
2022
Q2 		$323K Sell
3,405
-60
-2% -$6.88K 0.04% 204
2022
Q1 		$456K Buy
+3,465
New +$494K 0.04% 218

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

GeoWealth Management's SPG Position: Q2 2026 in Review

GeoWealth Management reduced its Simon Property Group (SPG) stake by 22% in Q2 2026, selling an estimated $906K and leaving 15,222 shares worth $3.4M. The position accounts for 0.11% of the portfolio, ranked #122.

GeoWealth Management first reported a position in SPG in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.79M in Q4 2024. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • GeoWealth Management held 15,222 shares of Simon Property Group worth $3.4M as of Q2 2026.
  • GeoWealth Management sold 4,402 Simon Property Group shares in Q2 2026, an estimated $906K.
  • Simon Property Group made up 0.11% of GeoWealth Management's portfolio in Q2 2026, its #122 holding.
  • GeoWealth Management first reported a position in Simon Property Group in Q1 2022 and has held it in 15 quarters since.
  • GeoWealth Management's Simon Property Group position peaked at $4.79M in Q4 2024.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.