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

Modern 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 		$4.17M Buy
18,640
+1,145
+7% +$236K 0.05% 279
2026
Q1 		$3.29M Sell
17,495
-1,590
-8% -$303K 0.06% 245
2025
Q4 		$3.53M Sell
19,085
-512
-3% -$93K 0.06% 228
2025
Q3 		$3.68M Sell
19,597
-12,019
-38% -$2.07M 0.07% 213
2025
Q2 		$5.08M Buy
31,616
+2,108
+7% +$333K 0.13% 167
2025
Q1 		$4.9M Buy
29,508
+1,527
+5% +$267K 0.16% 127
2024
Q4 		$4.82M Buy
+27,981
New +$4.91M 0.18% 112

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

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

Modern Wealth Management increased its Simon Property Group (SPG) stake by 6.5% in Q2 2026, buying an estimated $236K and bringing the position to 18,640 shares worth $4.17M. The position accounts for 0.05% of the portfolio, ranked #279.

Modern Wealth Management first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.08M in Q2 2025. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Modern Wealth Management held 18,640 shares of Simon Property Group worth $4.17M as of Q2 2026.
  • Modern Wealth Management bought 1,145 Simon Property Group shares in Q2 2026, an estimated $236K.
  • Simon Property Group made up 0.05% of Modern Wealth Management's portfolio in Q2 2026, its #279 holding.
  • Modern Wealth Management first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • Modern Wealth Management's Simon Property Group position peaked at $5.08M in Q2 2025.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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