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

IBEX 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	$6.16M	Buy	+27,525	New	+$5.66M	0.48%	65
2025 Q1	–	Sell	-2,346	Closed	-$404K	–	198
2024 Q4	$404K	Buy	+2,346	New	+$412K	0.05%	157
2023 Q1	$1.26M	Buy	+11,297	New	+$1.35M	0.33%	68
2022 Q1	–	Sell	-16,393	Closed	-$2.62M	–	201
2021 Q4	$2.62M	Buy	16,393 +1,313	+9%	+$200K	0.46%	78
2021 Q3	$1.96M	Buy	15,080 +1,751	+13%	+$228K	0.38%	87
2021 Q2	$1.74M	Buy	13,329 +494	+4%	+$61.4K	0.35%	92
2021 Q1	$1.46M	Buy	+12,835	New	+$1.34M	0.36%	84
2016 Q4	–	Sell	-4,351	Closed	-$901K	–	466
2016 Q3	$901K	Buy	+4,351	New	+$943K	0.49%	68

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

IBEX Wealth Advisors's SPG Position: Q2 2026 in Review

IBEX Wealth Advisors opened a new position in Simon Property Group (SPG) in Q2 2026: 27,525 shares worth $6.16M. The stake represents 0.48% of the portfolio and ranks #65 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in SPG as recently as Q4 2024.

IBEX Wealth Advisors first reported a position in SPG in Q3 2016 and has held it in 8 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

IBEX Wealth Advisors held 27,525 shares of Simon Property Group worth $6.16M as of Q2 2026.
Simon Property Group was a new IBEX Wealth Advisors position in Q2 2026.
Simon Property Group made up 0.48% of IBEX Wealth Advisors's portfolio in Q2 2026, its #65 holding.
IBEX Wealth Advisors first reported a position in Simon Property Group in Q3 2016 and has held it in 8 quarters since.
1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.