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

Meridian 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	$330K	Buy	1,502 +5	+0.3%	+$1.03K	0.01%	649
2026 Q1	$280K	Sell	1,497 -189	-11%	-$36K	0.01%	659
2025 Q4	$313K	Buy	1,686 +200	+13%	+$36.3K	0.01%	606
2025 Q3	$266K	Buy	1,486 +96	+7%	+$16.6K	0.01%	611
2025 Q2	$220K	Sell	1,390 -19	-1%	-$3K	0.01%	628
2025 Q1	$230K	Sell	1,409 -1,013	-42%	-$177K	0.01%	571
2024 Q4	$413K	Buy	2,422 +163	+7%	+$28.6K	0.02%	452
2024 Q3	$378K	Buy	+2,259	New	+$358K	0.02%	475
2024 Q1	–	Sell	-1,666	Closed	-$235K	–	483
2023 Q4	$235K	Buy	+1,666	New	+$201K	0.02%	539

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Meridian Wealth Management increased its Simon Property Group (SPG) stake by 0.33% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,502 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #649.

Meridian Wealth Management first reported a position in SPG in Q4 2023 and has held it in 9 quarters since. The position peaked at $413K in Q4 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Meridian Wealth Management held 1,502 shares of Simon Property Group worth $330K as of Q2 2026.
Meridian Wealth Management bought 5 Simon Property Group shares in Q2 2026, an estimated $1.03K.
Simon Property Group made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #649 holding.
Meridian Wealth Management first reported a position in Simon Property Group in Q4 2023 and has held it in 9 quarters since.
Meridian Wealth Management's Simon Property Group position peaked at $413K in Q4 2024.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.