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Leo Wealth LLC’s Simon Property Group SPG Stock Holding History

Leo Wealth LLC’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
Q1 		$244K Sell
1,309
-22
-2% -$4.2K 0.02% 398
2025
Q4 		$246K Buy
1,331
+157
+13% +$28.5K 0.02% 378
2025
Q3 		$220K Sell
1,174
-233
-17% -$40.2K 0.03% 264
2025
Q2 		$226K Buy
+1,407
New +$222K 0.02% 358
2025
Q1 		– Sell
-1,418
Closed -$244K – 358
2024
Q4 		$244K Sell
1,418
-210
-13% -$36.9K 0.02% 314
2024
Q3 		$275K Sell
1,628
-79
-5% -$12.5K 0.03% 289
2024
Q2 		$258K Sell
1,707
-113
-6% -$16.6K 0.03% 292
2024
Q1 		$284K Buy
1,820
+159
+10% +$23.3K 0.03% 274
2023
Q4 		$238K Buy
+1,661
New +$201K 0.02% 289

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leo Wealth LLC's SPG Position: Q1 2026 in Review

Leo Wealth LLC reduced its Simon Property Group (SPG) stake by 1.7% in Q1 2026, selling an estimated $4.2K and leaving 1,309 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #398.

Leo Wealth LLC first reported a position in SPG in Q4 2023 and has held it in 9 quarters since. The position peaked at $284K in Q1 2024. 1,308 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Leo Wealth LLC held 1,309 shares of Simon Property Group worth $244K as of Q1 2026.
  • Leo Wealth LLC sold 22 Simon Property Group shares in Q1 2026, an estimated $4.2K.
  • Simon Property Group made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #398 holding.
  • Leo Wealth LLC first reported a position in Simon Property Group in Q4 2023 and has held it in 9 quarters since.
  • Leo Wealth LLC's Simon Property Group position peaked at $284K in Q1 2024.
  • 1,308 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.