IWM
SPG icon

IHT Wealth Management’s Simon Property Group SPG Stock Holding History

IHT Wealth 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 		$639K Sell
2,857
-1,021
-26% -$210K 0.01% 756
2026
Q1 		$723K Buy
3,878
+191
+5% +$36.4K 0.02% 688
2025
Q4 		$683K Sell
3,687
-226
-6% -$41.1K 0.02% 657
2025
Q3 		$734K Sell
3,913
-121
-3% -$20.9K 0.02% 619
2025
Q2 		$648K Sell
4,034
-235
-6% -$37.1K 0.02% 625
2025
Q1 		$709K Sell
4,269
-148
-3% -$25.9K 0.02% 565
2024
Q4 		$761K Sell
4,417
-853
-16% -$150K 0.02% 543
2024
Q3 		$891K Buy
5,270
+1,204
+30% +$191K 0.03% 530
2024
Q2 		$617K Buy
4,066
+70
+2% +$10.3K 0.02% 572
2024
Q1 		$625K Sell
3,996
-25
-0.6% -$3.67K 0.03% 563
2023
Q4 		$574K Sell
4,021
-47
-1% -$5.68K 0.03% 548
2023
Q3 		$440K Buy
4,068
+318
+8% +$37.2K 0.02% 595
2023
Q2 		$433K Sell
3,750
-32
-0.8% -$3.49K 0.02% 593
2023
Q1 		$424K Buy
+3,782
New +$452K 0.02% 559
2018
Q2 		– Sell
-1,128
Closed -$173K – 1210
2018
Q1 		$173K Sell
1,128
-863
-43% -$137K 0.05% 379
2017
Q4 		$337K Buy
1,991
+1,812
+1,012% +$294K 0.09% 264
2017
Q3 		$29K Sell
179
-890
-83% -$142K 0.01% 665
2017
Q2 		$60K Buy
1,069
+158
+17% +$25.7K 0.03% 470
2017
Q1 		$155K Buy
911
+46
+5% +$8.22K 0.1% 223
2016
Q4 		$158K Buy
+865
New +$161K 0.12% 198

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

IHT Wealth Management's SPG Position: Q2 2026 in Review

IHT Wealth Management reduced its Simon Property Group (SPG) stake by 26% in Q2 2026, selling an estimated $210K and leaving 2,857 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #756.

IHT Wealth Management first reported a position in SPG in Q4 2016 and has held it in 20 quarters since. The position peaked at $891K in Q3 2024. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • IHT Wealth Management held 2,857 shares of Simon Property Group worth $639K as of Q2 2026.
  • IHT Wealth Management sold 1,021 Simon Property Group shares in Q2 2026, an estimated $210K.
  • Simon Property Group made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #756 holding.
  • IHT Wealth Management first reported a position in Simon Property Group in Q4 2016 and has held it in 20 quarters since.
  • IHT Wealth Management's Simon Property Group position peaked at $891K in Q3 2024.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.