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Lake Street Private Wealth’s Simon Property Group SPG Stock Holding History

Lake Street Private 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 		– Sell
-1,161
Closed -$217K – 287
2026
Q1 		$217K Buy
1,161
+13
+1% +$2.48K 0.03% 247
2025
Q4 		$212K Buy
1,148
+24
+2% +$4.36K 0.03% 262
2025
Q3 		$211K Buy
+1,124
New +$194K 0.03% 258

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

Lake Street Private Wealth's SPG Position: Q2 2026 in Review

Lake Street Private Wealth sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 1,161 shares — an estimated $217K sold.

Lake Street Private Wealth first reported a position in SPG in Q3 2025 and held it in 3 quarters. The position peaked at $217K in Q1 2026. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Lake Street Private Wealth reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Lake Street Private Wealth sold 1,161 Simon Property Group shares in Q2 2026, an estimated $217K.
  • Lake Street Private Wealth first reported a position in Simon Property Group in Q3 2025 and held it in 3 quarters.
  • Lake Street Private Wealth's Simon Property Group position peaked at $217K in Q1 2026.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.