N.E.W. Advisory Services’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$38.9K Buy
174
+134
+335% +$27.6K ﹤0.01% 410
2026
Q1
$7.46K Hold
40
﹤0.01% 682
2025
Q4
$7.4K Hold
40
﹤0.01% 664
2025
Q3
$7.51K Hold
40
﹤0.01% 613
2025
Q2
$6.43K Sell
40
-30
-43% -$4.74K ﹤0.01% 619
2025
Q1
$11.6K Buy
+70
New +$12.2K ﹤0.01% 583

Other funds holding SPG

N.E.W. Advisory Services's SPG Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Simon Property Group (SPG) stake by 335% in Q2 2026, buying an estimated $27.6K and bringing the position to 174 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

N.E.W. Advisory Services first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • N.E.W. Advisory Services held 174 shares of Simon Property Group worth $38.9K as of Q2 2026.
  • N.E.W. Advisory Services bought 134 Simon Property Group shares in Q2 2026, an estimated $27.6K.
  • Simon Property Group made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #410 holding.
  • N.E.W. Advisory Services first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.