Marble Wealth’s Simon Property Group SPG Stock Holding History

Marble Wealth’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	–	Sell	-1,343	Closed	-$249K	–	273
2025 Q4	$249K	Buy	+1,343	New	+$244K	0.03%	246

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marble Wealth's SPG Position: Q1 2026 in Review

Marble Wealth sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 1,343 shares — an estimated $249K sold.

Marble Wealth first reported a position in SPG in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Marble Wealth reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
Marble Wealth sold 1,343 Simon Property Group shares in Q1 2026, an estimated $249K.
Marble Wealth first reported a position in Simon Property Group in Q4 2025 and held it in 1 quarter.
Marble Wealth's Simon Property Group position peaked at $249K in Q4 2025.
1,310 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Marble Wealth's 13F filing for Q1 2026, filed 14 May 2026.