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Intentional Wealth Strategies’s Simon Property Group SPG Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-3
Closed -$560 – 778
2026
Q1 		$560 Buy
+3
New +$572 ﹤0.01% 842

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Intentional Wealth Strategies's SPG Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 3 shares — an estimated $560 sold.

Intentional Wealth Strategies first reported a position in SPG in Q1 2026 and held it in 1 quarter. The position peaked at $560 in Q1 2026. 1,293 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 3 Simon Property Group shares in Q2 2026, an estimated $560.
  • Intentional Wealth Strategies first reported a position in Simon Property Group in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Simon Property Group position peaked at $560 in Q1 2026.
  • 1,293 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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