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Medallion Wealth Advisors’s Simon Property Group SPG Stock Holding History

Medallion Wealth 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
Q1 		$3.17K Hold
17
– – ﹤0.01% 945
2025
Q4 		$3.11K Hold
17
– – ﹤0.01% 929
2025
Q3 		$3.11K Buy
17
+1
+6% +$173 ﹤0.01% 925
2025
Q2 		$2.69K Hold
16
– – ﹤0.01% 926
2025
Q1 		$2.69K Sell
16
-21
-57% -$3.67K ﹤0.01% 880
2024
Q4 		$6.29K Buy
+37
New +$6.49K ﹤0.01% 724

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Medallion Wealth Advisors's SPG Position: Q1 2026 in Review

Medallion Wealth Advisors held its Simon Property Group (SPG) position steady in Q1 2026 at 17 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Medallion Wealth Advisors first reported a position in SPG in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.29K in Q4 2024. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Medallion Wealth Advisors held 17 shares of Simon Property Group worth $3.17K as of Q1 2026.
  • Medallion Wealth Advisors left its Simon Property Group share count unchanged in Q1 2026.
  • Simon Property Group made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #945 holding.
  • Medallion Wealth Advisors first reported a position in Simon Property Group in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Simon Property Group position peaked at $6.29K in Q4 2024.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.