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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NWAM LLC's SPG Position: Q1 2026 in Review

NWAM LLC increased its Simon Property Group (SPG) stake by 29% in Q1 2026, buying an estimated $241K and bringing the position to 5,695 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #285.

NWAM LLC first reported a position in SPG in Q4 2025 and has held it in 2 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

NWAM LLC held 5,695 shares of Simon Property Group worth $1.06M as of Q1 2026.
NWAM LLC bought 1,264 Simon Property Group shares in Q1 2026, an estimated $241K.
Simon Property Group made up 0.06% of NWAM LLC's portfolio in Q1 2026, its #285 holding.
NWAM LLC first reported a position in Simon Property Group in Q4 2025 and has held it in 2 quarters since.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.