NWAM LLC’s Simon Property Group SPG Stock Holding History

NWAM LLC’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	$1.27M	Sell	5,662 -33	-0.6%	-$6.79K	0.06%	288
2026 Q1	$1.06M	Buy	5,695 +1,264	+29%	+$241K	0.06%	285
2025 Q4	$821K	Buy	+4,431	New	+$805K	0.05%	308

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NWAM LLC's SPG Position: Q2 2026 in Review

NWAM LLC reduced its Simon Property Group (SPG) stake by 0.58% in Q2 2026, selling an estimated $6.79K and leaving 5,662 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #288.

NWAM LLC first reported a position in SPG in Q4 2025 and has held it in 3 quarters since. 1,358 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

NWAM LLC held 5,662 shares of Simon Property Group worth $1.27M as of Q2 2026.
NWAM LLC sold 33 Simon Property Group shares in Q2 2026, an estimated $6.79K.
Simon Property Group made up 0.06% of NWAM LLC's portfolio in Q2 2026, its #288 holding.
NWAM LLC first reported a position in Simon Property Group in Q4 2025 and has held it in 3 quarters since.
1,358 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.