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Measured Wealth Private Client Group’s Simon Property Group SPG Stock Holding History

Measured Wealth Private Client Group’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 		– Hold
0
– – – 679
2026
Q1 		– Hold
0
– – – 682
2022
Q2 		– Sell
-1,675
Closed -$220K – 203
2022
Q1 		$220K Buy
+1,675
New +$239K 0.08% 158

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

Measured Wealth Private Client Group's SPG Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Simon Property Group (SPG) position steady in Q2 2026 at 0 shares worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Measured Wealth Private Client Group first reported a position in SPG in Q1 2022 and has held it in 1 quarter since. The position peaked at $220K in Q1 2022. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Measured Wealth Private Client Group held 0 shares of Simon Property Group worth $56 as of Q2 2026.
  • Measured Wealth Private Client Group left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #679 holding.
  • Measured Wealth Private Client Group first reported a position in Simon Property Group in Q1 2022 and has held it in 1 quarter since.
  • Measured Wealth Private Client Group's Simon Property Group position peaked at $220K in Q1 2022.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.