Impact Partnership Wealth’s Simon Property Group SPG Stock Holding History

Impact Partnership Wealth’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	$637K	Buy	+2,847	New	+$586K	0.06%	213
2025 Q2	–	Sell	-4,123	Closed	-$685K	–	351
2025 Q1	$685K	Sell	4,123 -785	-16%	-$137K	0.15%	78
2024 Q4	$845K	Buy	4,908 +26	+0.5%	+$4.56K	0.17%	67
2024 Q3	$825K	Sell	4,882 -1	-0%	-$158	0.19%	62
2024 Q2	$741K	Buy	4,883 +4,504	+1,188%	+$663K	0.19%	68
2024 Q1	$59.4K	Sell	379 -5,323	-93%	-$781K	0.02%	299
2023 Q4	$813K	Buy	5,702 +1,264	+28%	+$153K	0.3%	44
2023 Q3	$479K	Sell	4,438 -556	-11%	-$65.1K	0.15%	76
2023 Q2	$577K	Buy	+4,994	New	+$544K	0.2%	53

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

Impact Partnership Wealth's SPG Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Simon Property Group (SPG) in Q2 2026: 2,847 shares worth $637K. The stake represents 0.06% of the portfolio and ranks #213 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in SPG as recently as Q1 2025.

Impact Partnership Wealth first reported a position in SPG in Q2 2023 and has held it in 9 quarters since. The position peaked at $845K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Impact Partnership Wealth held 2,847 shares of Simon Property Group worth $637K as of Q2 2026.
Simon Property Group was a new Impact Partnership Wealth position in Q2 2026.
Simon Property Group made up 0.06% of Impact Partnership Wealth's portfolio in Q2 2026, its #213 holding.
Impact Partnership Wealth first reported a position in Simon Property Group in Q2 2023 and has held it in 9 quarters since.
Impact Partnership Wealth's Simon Property Group position peaked at $845K in Q4 2024.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.