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Legacy Wealth Asset Management’s Simon Property Group SPG Stock Holding History

Legacy Wealth Asset 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 		$1.58M Sell
7,070
-631
-8% -$130K 0.35% 71
2026
Q1 		$1.44M Sell
7,701
-334
-4% -$63.7K 0.35% 68
2025
Q4 		$1.49M Sell
8,035
-248
-3% -$45.1K 0.37% 65
2025
Q3 		$1.55M Sell
8,283
-5,485
-40% -$947K 0.38% 64
2025
Q2 		$2.21M Buy
13,768
+66
+0.5% +$10.4K 0.56% 36
2025
Q1 		$2.28M Sell
13,702
-214
-2% -$37.4K 0.63% 30
2024
Q4 		$2.4M Sell
13,916
-297
-2% -$52.1K 0.65% 25
2024
Q3 		$2.4M Buy
14,213
+190
+1% +$30.1K 0.64% 27
2024
Q2 		$2.13M Buy
14,023
+2,083
+17% +$307K 0.6% 35
2024
Q1 		$1.87M Buy
11,940
+32
+0.3% +$4.69K 0.52% 46
2023
Q4 		$1.7M Buy
11,908
+245
+2% +$29.6K 0.56% 48
2023
Q3 		$1.26M Sell
11,663
-121
-1% -$14.2K 0.46% 64
2023
Q2 		$1.36M Buy
11,784
+79
+0.7% +$8.61K 0.48% 57
2023
Q1 		$1.31M Sell
11,705
-9
-0.1% -$1.07K 0.47% 54
2022
Q4 		$1.38M Sell
11,714
-200
-2% -$22.2K 0.52% 50
2022
Q3 		$1.07M Buy
11,914
+1,696
+17% +$173K 0.47% 64
2022
Q2 		$970K Buy
10,218
+68
+0.7% +$7.79K 0.39% 76
2022
Q1 		$1.33M Buy
10,150
+54
+0.5% +$7.69K 0.48% 57
2021
Q4 		$1.61M Buy
10,096
+162
+2% +$24.7K 0.55% 25
2021
Q3 		$1.29M Sell
9,934
-662
-6% -$86.2K 0.59% 27
2021
Q2 		$1.38M Sell
10,596
-225
-2% -$28K 0.61% 21
2021
Q1 		$1.23M Sell
10,821
-124
-1% -$12.9K 0.57% 28
2020
Q4 		$933K Buy
+10,945
New +$836K 0.47% 48

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

Legacy Wealth Asset Management's SPG Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Simon Property Group (SPG) stake by 8.2% in Q2 2026, selling an estimated $130K and leaving 7,070 shares worth $1.58M. The position accounts for 0.35% of the portfolio, ranked #71.

Legacy Wealth Asset Management first reported a position in SPG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.4M in Q3 2024. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Legacy Wealth Asset Management held 7,070 shares of Simon Property Group worth $1.58M as of Q2 2026.
  • Legacy Wealth Asset Management sold 631 Simon Property Group shares in Q2 2026, an estimated $130K.
  • Simon Property Group made up 0.35% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #71 holding.
  • Legacy Wealth Asset Management first reported a position in Simon Property Group in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Simon Property Group position peaked at $2.4M in Q3 2024.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.