LOWM
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Laurel Oak Wealth Management’s Simon Property Group SPG Stock Holding History

Laurel Oak 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 		$276K Hold
1,236
– – 0.04% 298
2026
Q1 		$231K Buy
1,236
+17
+1% +$3.24K 0.04% 314
2025
Q4 		$226K Buy
+1,219
New +$221K 0.04% 318

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

Laurel Oak Wealth Management's SPG Position: Q2 2026 in Review

Laurel Oak Wealth Management held its Simon Property Group (SPG) position steady in Q2 2026 at 1,236 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #298.

Laurel Oak Wealth Management first reported a position in SPG in Q4 2025 and has held it in 3 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Laurel Oak Wealth Management held 1,236 shares of Simon Property Group worth $276K as of Q2 2026.
  • Laurel Oak Wealth Management left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.04% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #298 holding.
  • Laurel Oak Wealth Management first reported a position in Simon Property Group in Q4 2025 and has held it in 3 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.