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

MinichMacGregor 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 		$310K Buy
+1,386
New +$285K 0.05% 111
2026
Q1 		– Sell
-1,568
Closed -$290K – 160
2025
Q4 		$290K Sell
1,568
-152
-9% -$27.6K 0.05% 100
2025
Q3 		$323K Sell
1,720
-40
-2% -$6.91K 0.06% 104
2025
Q2 		$283K Buy
+1,760
New +$278K 0.06% 100

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

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

MinichMacGregor Wealth Management opened a new position in Simon Property Group (SPG) in Q2 2026: 1,386 shares worth $310K. The stake represents 0.05% of the portfolio and ranks #111 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in SPG as recently as Q4 2025.

MinichMacGregor Wealth Management first reported a position in SPG in Q2 2025 and has held it in 4 quarters since. The position peaked at $323K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • MinichMacGregor Wealth Management held 1,386 shares of Simon Property Group worth $310K as of Q2 2026.
  • Simon Property Group was a new MinichMacGregor Wealth Management position in Q2 2026.
  • Simon Property Group made up 0.05% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #111 holding.
  • MinichMacGregor Wealth Management first reported a position in Simon Property Group in Q2 2025 and has held it in 4 quarters since.
  • MinichMacGregor Wealth Management's Simon Property Group position peaked at $323K in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.