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New Insight Wealth Advisors’s Simon Property Group SPG Stock Holding History

New Insight Wealth Advisors’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
Q1 		$3.31M Sell
17,768
-1,755
-9% -$335K 1.19% 26
2025
Q4 		$3.61M Sell
19,523
-3,732
-16% -$678K 1.29% 21
2025
Q3 		$4.36M Sell
23,255
-6,303
-21% -$1.09M 1.64% 17
2025
Q2 		$4.75M Sell
29,558
-3,992
-12% -$631K 1.96% 15
2025
Q1 		$5.57M Buy
33,550
+76
+0.2% +$13.3K 2.53% 11
2024
Q4 		$5.76M Sell
33,474
-3,461
-9% -$607K 2.89% 12
2024
Q3 		$6.24M Sell
36,935
-7,128
-16% -$1.13M 3.29% 10
2024
Q2 		$6.69M Sell
44,063
-6,153
-12% -$906K 3.94% 8
2024
Q1 		$7.86M Sell
50,216
-2,717
-5% -$398K 4.91% 5
2023
Q4 		$7.55M Buy
+52,933
New +$6.4M 5.09% 5

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New Insight Wealth Advisors's SPG Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Simon Property Group (SPG) stake by 9% in Q1 2026, selling an estimated $335K and leaving 17,768 shares worth $3.31M. The position accounts for 1.19% of the portfolio, ranked #26.

New Insight Wealth Advisors first reported a position in SPG in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.86M in Q1 2024. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • New Insight Wealth Advisors held 17,768 shares of Simon Property Group worth $3.31M as of Q1 2026.
  • New Insight Wealth Advisors sold 1,755 Simon Property Group shares in Q1 2026, an estimated $335K.
  • Simon Property Group made up 1.19% of New Insight Wealth Advisors's portfolio in Q1 2026, its #26 holding.
  • New Insight Wealth Advisors first reported a position in Simon Property Group in Q4 2023 and has held it in 10 quarters since.
  • New Insight Wealth Advisors's Simon Property Group position peaked at $7.86M in Q1 2024.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.