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

Icon 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	$364K	Buy	1,627 +13	+0.8%	+$2.67K	0.02%	314
2026 Q1	$323K	Buy	1,614 +16	+1%	+$3.05K	0.02%	313
2025 Q4	$296K	Buy	1,598 +14	+0.9%	+$2.54K	0.02%	324
2025 Q3	$297K	Sell	1,584 -236	-13%	-$40.7K	0.02%	315
2025 Q2	$293K	Buy	1,820 +109	+6%	+$17.2K	0.02%	313
2025 Q1	$284K	Buy	1,711 +50	+3%	+$8.74K	0.02%	294
2024 Q4	$286K	Buy	1,661 +15	+0.9%	+$2.63K	0.02%	306
2024 Q3	$278K	Buy	1,646 +214	+15%	+$33.9K	0.02%	304
2024 Q2	$220K	Sell	1,432 -170	-11%	-$25K	0.02%	319
2024 Q1	$251K	Buy	1,602 +5	+0.3%	+$733	0.02%	307
2023 Q4	$228K	Buy	+1,597	New	+$193K	0.02%	308
2022 Q4	$2.14M	Sell	18,219 -12,016	-40%	-$1.34M	0.25%	92
2022 Q3	$2.71M	Buy	+30,235	New	+$3.09M	0.33%	73

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

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

Icon Wealth Advisors increased its Simon Property Group (SPG) stake by 0.81% in Q2 2026, buying an estimated $2.67K and bringing the position to 1,627 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #314.

Icon Wealth Advisors first reported a position in SPG in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.71M in Q3 2022. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Icon Wealth Advisors held 1,627 shares of Simon Property Group worth $364K as of Q2 2026.
Icon Wealth Advisors bought 13 Simon Property Group shares in Q2 2026, an estimated $2.67K.
Simon Property Group made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #314 holding.
Icon Wealth Advisors first reported a position in Simon Property Group in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Simon Property Group position peaked at $2.71M in Q3 2022.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.