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

Mission 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 		$672K Buy
+3,007
New +$619K 0.01% 588
2026
Q1 		– Sell
-1,700
Closed -$315K – 773
2025
Q4 		$315K Sell
1,700
-4
-0.2% -$727 0.01% 601
2025
Q3 		$320K Sell
1,704
-65
-4% -$11.2K 0.01% 587
2025
Q2 		$284K Sell
1,769
-7
-0.4% -$1.11K 0.01% 590
2025
Q1 		$295K Sell
1,776
-198
-10% -$34.6K 0.01% 555
2024
Q4 		$340K Buy
1,974
+157
+9% +$27.6K 0.01% 528
2024
Q3 		$307K Buy
1,817
+366
+25% +$57.9K 0.01% 544
2024
Q2 		$220K Sell
1,451
-956
-40% -$141K 0.01% 596
2024
Q1 		$377K Buy
2,407
+618
+35% +$90.6K 0.01% 503
2023
Q4 		$255K Sell
1,789
-81
-4% -$9.79K 0.01% 508
2023
Q3 		$202K Buy
1,870
+27
+1% +$3.16K 0.01% 517
2023
Q2 		$213K Sell
1,843
-61
-3% -$6.64K 0.01% 507
2023
Q1 		$213K Buy
1,904
+85
+5% +$10.2K 0.01% 495
2022
Q4 		$214K Buy
+1,819
New +$202K 0.01% 475
2022
Q2 		– Sell
-1,759
Closed -$231K – 555
2022
Q1 		$231K Buy
1,759
+281
+19% +$40K 0.01% 474
2021
Q4 		$236K Sell
1,478
-1,354
-48% -$207K 0.01% 485
2021
Q3 		$368K Buy
2,832
+12
+0.4% +$1.56K 0.02% 365
2021
Q2 		$368K Buy
2,820
+426
+18% +$53K 0.02% 347
2021
Q1 		$272K Buy
+2,394
New +$250K 0.02% 381

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

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

Mission Wealth Management opened a new position in Simon Property Group (SPG) in Q2 2026: 3,007 shares worth $672K. The stake represents 0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in SPG as recently as Q4 2025.

Mission Wealth Management first reported a position in SPG in Q1 2021 and has held it in 19 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Mission Wealth Management held 3,007 shares of Simon Property Group worth $672K as of Q2 2026.
  • Simon Property Group was a new Mission Wealth Management position in Q2 2026.
  • Simon Property Group made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #588 holding.
  • Mission Wealth Management first reported a position in Simon Property Group in Q1 2021 and has held it in 19 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.