LWM
SPG icon

LJI Wealth Management’s Simon Property Group SPG Stock Holding History

LJI 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 		– Sell
-1,599
Closed -$298K – 211
2026
Q1 		$298K Hold
1,599
– – 0.05% 157
2025
Q4 		$296K Hold
1,599
– – 0.05% 164
2025
Q3 		$300K Sell
1,599
-250
-14% -$43.2K 0.05% 136
2025
Q2 		$297K Hold
1,849
– – 0.05% 142
2025
Q1 		$307K Hold
1,849
– – 0.06% 135
2024
Q4 		$318K Sell
1,849
-302
-14% -$53K 0.06% 126
2024
Q3 		$364K Hold
2,151
– – 0.07% 135
2024
Q2 		$327K Hold
2,151
– – 0.07% 138
2024
Q1 		$337K Sell
2,151
-80
-4% -$11.7K 0.09% 110
2023
Q4 		$318K Hold
2,231
– – 0.08% 129
2023
Q3 		$241K Hold
2,231
– – 0.07% 143
2023
Q2 		$258K Hold
2,231
– – 0.08% 131
2023
Q1 		$250K Hold
2,231
– – 0.08% 131
2022
Q4 		$262K Buy
+2,231
New +$248K 0.09% 113

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

LJI Wealth Management's SPG Position: Q2 2026 in Review

LJI Wealth Management sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 1,599 shares — an estimated $298K sold.

LJI Wealth Management first reported a position in SPG in Q4 2022 and held it in 14 quarters. The position peaked at $364K in Q3 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • LJI Wealth Management reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • LJI Wealth Management sold 1,599 Simon Property Group shares in Q2 2026, an estimated $298K.
  • LJI Wealth Management first reported a position in Simon Property Group in Q4 2022 and held it in 14 quarters.
  • LJI Wealth Management's Simon Property Group position peaked at $364K in Q3 2024.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.