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

Moran 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 		$2.06M Sell
9,219
-102
-1% -$21K 0.06% 321
2026
Q1 		$1.74M Sell
9,321
-3,853
-29% -$735K 0.05% 325
2025
Q4 		$2.44M Buy
13,174
+282
+2% +$51.2K 0.07% 265
2025
Q3 		$2.42M Sell
12,892
-215
-2% -$37.1K 0.07% 264
2025
Q2 		$2.11M Sell
13,107
-38
-0.3% -$6K 0.06% 281
2025
Q1 		$2.18M Sell
13,145
-116
-0.9% -$20.3K 0.07% 263
2024
Q4 		$2.28M Sell
13,261
-146
-1% -$25.6K 0.07% 246
2024
Q3 		$2.27M Buy
13,407
+13
+0.1% +$2.06K 0.07% 253
2024
Q2 		$2.03M Sell
13,394
-425
-3% -$62.6K 0.07% 248
2024
Q1 		$2.16M Buy
13,819
+2,996
+28% +$439K 0.07% 253
2023
Q4 		$1.54M Buy
+10,823
New +$1.31M 0.05% 268

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

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

Moran Wealth Management reduced its Simon Property Group (SPG) stake by 1.1% in Q2 2026, selling an estimated $21K and leaving 9,219 shares worth $2.06M. The position accounts for 0.06% of the portfolio, ranked #321.

Moran Wealth Management first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.44M in Q4 2025. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Moran Wealth Management held 9,219 shares of Simon Property Group worth $2.06M as of Q2 2026.
  • Moran Wealth Management sold 102 Simon Property Group shares in Q2 2026, an estimated $21K.
  • Simon Property Group made up 0.06% of Moran Wealth Management's portfolio in Q2 2026, its #321 holding.
  • Moran Wealth Management first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • Moran Wealth Management's Simon Property Group position peaked at $2.44M in Q4 2025.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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