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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
Q2 		$4.06K Buy
18
+1
+6% +$206 ﹤0.01% 894
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 $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

Medallion Wealth Advisors's SPG Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Simon Property Group (SPG) stake by 5.9% in Q2 2026, buying an estimated $206 and bringing the position to 18 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Medallion Wealth Advisors first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.29K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Medallion Wealth Advisors held 18 shares of Simon Property Group worth $4.06K as of Q2 2026.
  • Medallion Wealth Advisors bought 1 Simon Property Group share in Q2 2026, an estimated $206.
  • Simon Property Group made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #894 holding.
  • Medallion Wealth Advisors first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Simon Property Group position peaked at $6.29K in Q4 2024.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.