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

Modera 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 		$440K Buy
1,967
+32
+2% +$6.58K ﹤0.01% 483
2026
Q1 		$361K Sell
1,935
-232
-11% -$44.2K ﹤0.01% 496
2025
Q4 		$401K Buy
2,167
+1
+0% +$182 ﹤0.01% 493
2025
Q3 		$407K Sell
2,166
-312
-13% -$53.9K ﹤0.01% 489
2025
Q2 		$398K Buy
2,478
+168
+7% +$26.5K ﹤0.01% 485
2025
Q1 		$384K Buy
2,310
+689
+43% +$120K 0.01% 473
2024
Q4 		$279K Buy
1,621
+201
+14% +$35.3K ﹤0.01% 528
2024
Q3 		$240K Hold
1,420
– – ﹤0.01% 543
2024
Q2 		$216K Hold
1,420
– – ﹤0.01% 533
2024
Q1 		$222K Buy
+1,420
New +$208K ﹤0.01% 530
2022
Q2 		– Sell
-1,822
Closed -$240K – 364
2022
Q1 		$240K Buy
1,822
+12
+0.7% +$1.71K 0.01% 319
2021
Q4 		$289K Buy
+1,810
New +$276K 0.01% 431

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

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

Modera Wealth Management increased its Simon Property Group (SPG) stake by 1.7% in Q2 2026, buying an estimated $6.58K and bringing the position to 1,967 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Modera Wealth Management first reported a position in SPG in Q4 2021 and has held it in 12 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Modera Wealth Management held 1,967 shares of Simon Property Group worth $440K as of Q2 2026.
  • Modera Wealth Management bought 32 Simon Property Group shares in Q2 2026, an estimated $6.58K.
  • Simon Property Group made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #483 holding.
  • Modera Wealth Management first reported a position in Simon Property Group in Q4 2021 and has held it in 12 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.