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Market Street Wealth Management Advisors’s Simon Property Group SPG Stock Holding History

Market Street Wealth Management Advisors’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 		$660K Buy
2,952
+4
+0.1% +$823 0.09% 69
2026
Q1 		$550K Buy
2,948
+25
+0.9% +$4.77K 0.09% 72
2025
Q4 		$541K Buy
2,923
+10
+0.3% +$1.82K 0.08% 72
2025
Q3 		$547K Sell
2,913
-44
-1% -$7.6K 0.09% 71
2025
Q2 		$475K Buy
2,957
+27
+0.9% +$4.27K 0.08% 72
2025
Q1 		$487K Buy
2,930
+5
+0.2% +$874 0.08% 71
2024
Q4 		$504K Buy
2,925
+77
+3% +$13.5K 0.08% 69
2024
Q3 		$481K Buy
2,848
+6
+0.2% +$950 0.08% 71
2024
Q2 		$431K Buy
2,842
+2
+0.1% +$295 0.07% 74
2024
Q1 		$444K Buy
2,840
+13
+0.5% +$1.91K 0.08% 78
2023
Q4 		$403K Sell
2,827
-23
-0.8% -$2.78K 0.08% 83
2023
Q3 		$308K Buy
2,850
+27
+1% +$3.16K 0.08% 84
2023
Q2 		$326K Sell
2,823
-24
-0.8% -$2.61K 0.08% 78
2023
Q1 		$319K Buy
2,847
+24
+0.9% +$2.87K 0.08% 85
2022
Q4 		$332K Hold
2,823
– – 0.1% 81
2022
Q3 		$253K Hold
2,823
– – 0.08% 83
2022
Q2 		$268K Hold
2,823
– – 0.08% 77
2022
Q1 		$371K Hold
2,823
– – 0.13% 64
2021
Q4 		$451K Buy
2,823
+193
+7% +$29.5K 0.15% 57
2021
Q3 		$342K Hold
2,630
– – 0.14% 60
2021
Q2 		$343K Hold
2,630
– – 0.15% 56
2021
Q1 		$299K Hold
2,630
– – 0.18% 55
2020
Q4 		$224K Sell
2,630
-533
-17% -$40.7K 0.17% 42
2020
Q3 		$205K Hold
3,163
– – 0.18% 41
2020
Q2 		$216K Buy
+3,163
New +$198K 0.2% 44

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Market Street Wealth Management Advisors's SPG Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Simon Property Group (SPG) stake by 0.14% in Q2 2026, buying an estimated $823 and bringing the position to 2,952 shares worth $660K. The position accounts for 0.09% of the portfolio, ranked #69.

Market Street Wealth Management Advisors first reported a position in SPG in Q2 2020 and has held it in 25 quarters since. 764 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Market Street Wealth Management Advisors held 2,952 shares of Simon Property Group worth $660K as of Q2 2026.
  • Market Street Wealth Management Advisors bought 4 Simon Property Group shares in Q2 2026, an estimated $823.
  • Simon Property Group made up 0.09% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #69 holding.
  • Market Street Wealth Management Advisors first reported a position in Simon Property Group in Q2 2020 and has held it in 25 quarters since.
  • 764 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.