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

Meadowbrook 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 		$1.58M Buy
7,105
+1,755
+33% +$361K 1.71% 19
2026
Q1 		$998K Hold
5,350
– – 1.32% 24
2025
Q4 		$990K Sell
5,350
-220
-4% -$40K 1.13% 24
2025
Q3 		$1.05M Buy
+5,570
New +$962K 1.09% 25

Other funds holding SPG

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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

Meadowbrook Wealth Management increased its Simon Property Group (SPG) stake by 33% in Q2 2026, buying an estimated $361K and bringing the position to 7,105 shares worth $1.58M. The position accounts for 1.71% of the portfolio, ranked #19.

Meadowbrook Wealth Management first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 725 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Meadowbrook Wealth Management held 7,105 shares of Simon Property Group worth $1.58M as of Q2 2026.
  • Meadowbrook Wealth Management bought 1,755 Simon Property Group shares in Q2 2026, an estimated $361K.
  • Simon Property Group made up 1.71% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Meadowbrook Wealth Management first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 725 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.