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Mowery & Schoenfeld Wealth Management’s Simon Property Group SPG Stock Holding History

Mowery & Schoenfeld 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 		$105K Hold
469
– – 0.14% 91
2026
Q1 		$87.5K Hold
469
– – 0.13% 93
2025
Q4 		$86.8K Hold
469
– – 0.13% 100
2025
Q3 		$88K Hold
469
– – 0.15% 89
2025
Q2 		$75.4K Hold
469
– – 0.11% 95
2025
Q1 		$77.9K Sell
469
-8
-2% -$1.4K 0.15% 100
2024
Q4 		$82.1K Buy
477
+59
+14% +$10.4K 0.16% 83
2024
Q3 		$70.6K Hold
418
– – 0.11% 78
2024
Q2 		$63.4K Hold
418
– – 0.09% 82
2024
Q1 		$65.4K Buy
+418
New +$61.3K 0.13% 67

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

Mowery & Schoenfeld Wealth Management's SPG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Simon Property Group (SPG) position steady in Q2 2026 at 469 shares worth $105K. The position accounts for 0.14% of the portfolio, ranked #91.

Mowery & Schoenfeld Wealth Management first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 469 shares of Simon Property Group worth $105K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.14% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.