Institute for Wealth Management’s Simon Property Group SPG Stock Holding History

Institute for 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	$13.4K	Buy	+60	New	+$12.3K	﹤0.01%	1249

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Institute for Wealth Management's SPG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Simon Property Group (SPG) in Q2 2026: 60 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #1249 among its holdings.

846 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Institute for Wealth Management held 60 shares of Simon Property Group worth $13.4K as of Q2 2026.
Simon Property Group was a new Institute for Wealth Management position in Q2 2026.
Simon Property Group made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1249 holding.
846 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.