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Naviter Wealth’s Simon Property Group SPG Stock Holding History

Naviter Wealth’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 		$7.44M Buy
33,283
+6,072
+22% +$1.25M 0.68% 29
2026
Q1 		$5.08M Buy
27,211
+2,833
+12% +$540K 0.63% 30
2025
Q4 		$4.51M Sell
24,378
-2,010
-8% -$365K 0.59% 33
2025
Q3 		$4.95M Buy
26,388
+1,307
+5% +$226K 0.58% 33
2025
Q2 		$4.03M Buy
25,081
+1,044
+4% +$165K 0.5% 45
2025
Q1 		$4M Buy
24,037
+897
+4% +$157K 0.48% 48
2024
Q4 		$3.98M Buy
23,140
+1,286
+6% +$226K 0.48% 47
2024
Q3 		$3.69M Sell
21,854
-1,886
-8% -$299K 0.51% 49
2024
Q2 		$3.6M Buy
23,740
+699
+3% +$103K 0.54% 43
2024
Q1 		$3.61M Sell
23,041
-2,074
-8% -$304K 0.59% 36
2023
Q4 		$3.58M Buy
25,115
+4,064
+19% +$491K 0.72% 32
2023
Q3 		$2.27M Buy
21,051
+2,139
+11% +$251K 0.55% 40
2023
Q2 		$2.18M Buy
18,912
+2,249
+13% +$245K 0.56% 39
2023
Q1 		$1.87M Buy
16,663
+6,468
+63% +$772K 0.65% 29
2022
Q4 		$1.28M Buy
10,195
+892
+10% +$99.1K 0.35% 68
2022
Q3 		$835K Buy
9,303
+2,754
+42% +$282K 0.34% 67
2022
Q2 		$622K Sell
6,549
-203
-3% -$23.3K 0.26% 96
2022
Q1 		$888K Buy
6,752
+142
+2% +$20.2K 0.3% 53
2021
Q4 		$1.06M Buy
+6,610
New +$1.01M 0.32% 55

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

Naviter Wealth's SPG Position: Q2 2026 in Review

Naviter Wealth increased its Simon Property Group (SPG) stake by 22% in Q2 2026, buying an estimated $1.25M and bringing the position to 33,283 shares worth $7.44M. The position accounts for 0.68% of the portfolio, ranked #29.

Naviter Wealth first reported a position in SPG in Q4 2021 and has held it in 19 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Naviter Wealth held 33,283 shares of Simon Property Group worth $7.44M as of Q2 2026.
  • Naviter Wealth bought 6,072 Simon Property Group shares in Q2 2026, an estimated $1.25M.
  • Simon Property Group made up 0.68% of Naviter Wealth's portfolio in Q2 2026, its #29 holding.
  • Naviter Wealth first reported a position in Simon Property Group in Q4 2021 and has held it in 19 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.