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

IAG Wealth 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	$70.5K	Sell	315 -116	-27%	-$23.9K	0.01%	189
2026 Q1	$80.4K	Buy	431 +116	+37%	+$22.1K	0.01%	178
2025 Q4	$58.3K	Hold	315	–	–	0.01%	195
2025 Q3	$59.1K	Hold	315	–	–	0.01%	199
2025 Q2	$50.6K	Hold	315	–	–	0.01%	198
2025 Q1	$52.3K	Hold	315	–	–	0.01%	194
2024 Q4	$54.2K	Hold	315	–	–	0.01%	185
2024 Q3	$53.2K	Hold	315	–	–	0.01%	181
2024 Q2	$47.8K	Buy	+315	New	+$46.4K	0.01%	181
2020 Q3	–	Sell	-5	Closed	-$1K	–	424
2020 Q2	$1K	Sell	5 -8	-62%	-$502	﹤0.01%	407
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	404
2019 Q4	$2K	Buy	+13	New	+$1.95K	﹤0.01%	391

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

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

IAG Wealth Partners reduced its Simon Property Group (SPG) stake by 27% in Q2 2026, selling an estimated $23.9K and leaving 315 shares worth $70.5K. The position accounts for 0.01% of the portfolio, ranked #189.

IAG Wealth Partners first reported a position in SPG in Q4 2019 and has held it in 12 quarters since. The position peaked at $80.4K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

IAG Wealth Partners held 315 shares of Simon Property Group worth $70.5K as of Q2 2026.
IAG Wealth Partners sold 116 Simon Property Group shares in Q2 2026, an estimated $23.9K.
Simon Property Group made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #189 holding.
IAG Wealth Partners first reported a position in Simon Property Group in Q4 2019 and has held it in 12 quarters since.
IAG Wealth Partners's Simon Property Group position peaked at $80.4K in Q1 2026.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.