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Lantern Wealth Advisors’s Simon Property Group SPG Stock Holding History

Lantern Wealth Advisors’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 		$621K Buy
2,775
+100
+4% +$20.6K 0.28% 86
2026
Q1 		$499K Sell
2,675
-100
-4% -$19.1K 0.26% 101
2025
Q4 		$514K Hold
2,775
– – 0.27% 92
2025
Q3 		$521K Hold
2,775
– – 0.28% 91
2025
Q2 		$446K Buy
+2,775
New +$438K 0.27% 86
2024
Q4 		$478K Hold
2,775
– – 0.31% 79
2024
Q3 		$469K Sell
2,775
-100
-3% -$15.8K 0.33% 76
2024
Q2 		$436K Sell
2,875
-548
-16% -$80.7K 0.32% 74
2024
Q1 		$536K Buy
3,423
+7
+0.2% +$1.03K 0.38% 70
2023
Q4 		$487K Buy
+3,416
New +$413K 0.38% 65

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
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

Lantern Wealth Advisors's SPG Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Simon Property Group (SPG) stake by 3.7% in Q2 2026, buying an estimated $20.6K and bringing the position to 2,775 shares worth $621K. The position accounts for 0.28% of the portfolio, ranked #86.

Lantern Wealth Advisors first reported a position in SPG in Q4 2023 and has held it in 10 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Lantern Wealth Advisors held 2,775 shares of Simon Property Group worth $621K as of Q2 2026.
  • Lantern Wealth Advisors bought 100 Simon Property Group shares in Q2 2026, an estimated $20.6K.
  • Simon Property Group made up 0.28% of Lantern Wealth Advisors's portfolio in Q2 2026, its #86 holding.
  • Lantern Wealth Advisors first reported a position in Simon Property Group in Q4 2023 and has held it in 10 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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