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NewEdge Wealth’s Simon Property Group SPG Stock Holding History

NewEdge 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 		$1.47M Sell
6,562
-164
-2% -$33.7K 0.01% 549
2026
Q1 		$1.25M Sell
6,726
-4,540
-40% -$866K 0.01% 561
2025
Q4 		$2.09M Buy
11,266
+3,230
+40% +$587K 0.02% 437
2025
Q3 		$1.46M Buy
8,036
+165
+2% +$28.5K 0.02% 470
2025
Q2 		$1.31M Sell
7,871
-675
-8% -$107K 0.02% 470
2025
Q1 		$1.42M Sell
8,546
-1,101
-11% -$192K 0.03% 417
2024
Q4 		$1.66M Buy
9,647
+1,320
+16% +$232K 0.03% 391
2024
Q3 		$1.41M Buy
8,327
+398
+5% +$63K 0.03% 411
2024
Q2 		$1.2M Sell
7,929
-27
-0.3% -$3.98K 0.03% 389
2024
Q1 		$1.12M Sell
7,956
-692
-8% -$101K 0.03% 407
2023
Q4 		$1.23M Sell
8,648
-59
-0.7% -$7.13K 0.03% 369
2023
Q3 		$941K Sell
8,707
-213
-2% -$24.9K 0.03% 367
2023
Q2 		$1.03M Sell
8,920
-411
-4% -$44.8K 0.03% 347
2023
Q1 		$1.04M Buy
9,331
+233
+3% +$27.8K 0.04% 305
2022
Q4 		$1.07M Sell
9,098
-83
-0.9% -$9.22K 0.05% 284
2022
Q3 		$824K Buy
9,181
+3,715
+68% +$380K 0.04% 288
2022
Q2 		$519K Buy
+5,466
New +$626K 0.02% 383

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

NewEdge Wealth's SPG Position: Q2 2026 in Review

NewEdge Wealth reduced its Simon Property Group (SPG) stake by 2.4% in Q2 2026, selling an estimated $33.7K and leaving 6,562 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #549.

NewEdge Wealth first reported a position in SPG in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.09M in Q4 2025. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • NewEdge Wealth held 6,562 shares of Simon Property Group worth $1.47M as of Q2 2026.
  • NewEdge Wealth sold 164 Simon Property Group shares in Q2 2026, an estimated $33.7K.
  • Simon Property Group made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #549 holding.
  • NewEdge Wealth first reported a position in Simon Property Group in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Simon Property Group position peaked at $2.09M in Q4 2025.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.