IWM
SPG icon

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

IMG 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 		$12.1K Buy
54
+16
+42% +$3.29K 0.01% 294
2026
Q1 		$7.09K Sell
38
-27
-42% -$5.15K ﹤0.01% 337
2025
Q4 		$12K Buy
65
+27
+71% +$4.91K 0.01% 299
2025
Q3 		$7.13K Hold
38
– – ﹤0.01% 317
2025
Q2 		$6.11K Buy
+38
New +$6K ﹤0.01% 325

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

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

IMG Wealth Management increased its Simon Property Group (SPG) stake by 42% in Q2 2026, buying an estimated $3.29K and bringing the position to 54 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #294.

IMG Wealth Management first reported a position in SPG in Q2 2025 and has held it in 5 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • IMG Wealth Management held 54 shares of Simon Property Group worth $12.1K as of Q2 2026.
  • IMG Wealth Management bought 16 Simon Property Group shares in Q2 2026, an estimated $3.29K.
  • Simon Property Group made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #294 holding.
  • IMG Wealth Management first reported a position in Simon Property Group in Q2 2025 and has held it in 5 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.