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LMG Wealth Partners’s Simon Property Group SPG Stock Holding History

LMG Wealth Partners’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 		$306K Hold
1,366
– – 0.05% 142
2026
Q1 		$255K Hold
1,366
– – 0.05% 141
2025
Q4 		$253K Hold
1,366
– – 0.05% 140
2025
Q3 		$256K Hold
1,366
– – 0.05% 136
2025
Q2 		$220K Hold
1,366
– – 0.05% 133
2025
Q1 		$227K Hold
1,366
– – 0.05% 121
2024
Q4 		$235K Buy
+1,366
New +$240K 0.05% 119

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LMG Wealth Partners's SPG Position: Q2 2026 in Review

LMG Wealth Partners held its Simon Property Group (SPG) position steady in Q2 2026 at 1,366 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #142.

LMG Wealth Partners first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,159 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • LMG Wealth Partners held 1,366 shares of Simon Property Group worth $306K as of Q2 2026.
  • LMG Wealth Partners left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.05% of LMG Wealth Partners's portfolio in Q2 2026, its #142 holding.
  • LMG Wealth Partners first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 1,159 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.