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Integrated Wealth Concepts’s Simon Property Group SPG Stock Holding History

Integrated Wealth Concepts’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 		$1.56M Sell
6,970
-2,896
-29% -$596K 0.01% 963
2026
Q1 		$1.84M Buy
9,866
+2,394
+32% +$457K 0.01% 786
2025
Q4 		$1.38M Sell
7,472
-2,663
-26% -$484K 0.02% 639
2025
Q3 		$1.9M Buy
10,135
+592
+6% +$102K 0.02% 692
2025
Q2 		$1.53M Buy
9,543
+1,572
+20% +$248K 0.02% 727
2025
Q1 		$1.32M Sell
7,971
-2,555
-24% -$447K 0.02% 708
2024
Q4 		$1.81M Sell
10,526
-387
-4% -$67.9K 0.02% 598
2024
Q3 		$1.84M Buy
10,913
+2,870
+36% +$454K 0.02% 568
2024
Q2 		$1.22M Sell
8,043
-14
-0.2% -$2.06K 0.02% 672
2024
Q1 		$1.26M Buy
8,057
+213
+3% +$31.2K 0.02% 669
2023
Q4 		$1.12M Sell
7,844
-659
-8% -$79.7K 0.02% 684
2023
Q3 		$919K Sell
8,503
-346
-4% -$40.5K 0.02% 728
2023
Q2 		$1.02M Sell
8,849
-1,203
-12% -$131K 0.02% 671
2023
Q1 		$1.13M Buy
10,052
+3,423
+52% +$409K 0.02% 572
2022
Q4 		$779K Sell
6,629
-1,147
-15% -$127K 0.02% 528
2022
Q3 		$698K Buy
7,776
+1,016
+15% +$104K 0.02% 503
2022
Q2 		$642K Buy
6,760
+4,467
+195% +$512K 0.02% 533
2022
Q1 		$302K Sell
2,293
-3,385
-60% -$482K 0.01% 736
2021
Q4 		$907K Buy
+5,678
New +$867K 0.03% 457
2021
Q2 		– Sell
-1,844
Closed -$210K – 835
2021
Q1 		$210K Buy
+1,844
New +$192K 0.01% 688

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's SPG Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Simon Property Group (SPG) stake by 29% in Q2 2026, selling an estimated $596K and leaving 6,970 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #963.

Integrated Wealth Concepts first reported a position in SPG in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.9M in Q3 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Integrated Wealth Concepts held 6,970 shares of Simon Property Group worth $1.56M as of Q2 2026.
  • Integrated Wealth Concepts sold 2,896 Simon Property Group shares in Q2 2026, an estimated $596K.
  • Simon Property Group made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #963 holding.
  • Integrated Wealth Concepts first reported a position in Simon Property Group in Q1 2021 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's Simon Property Group position peaked at $1.9M in Q3 2025.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.