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ORG Wealth Partners’s Simon Property Group SPG Stock Holding History

ORG Wealth Partners’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 		$694K Buy
3,102
+170
+6% +$35K 0.1% 112
2026
Q1 		$547K Sell
2,932
-9
-0.3% -$1.72K 0.11% 121
2025
Q4 		$545K Buy
2,941
+2
+0.1% +$363 0.13% 114
2025
Q3 		$552K Sell
2,939
-36
-1% -$6.21K 0.12% 115
2025
Q2 		$489K Buy
2,975
+121
+4% +$19.1K 0.12% 116
2025
Q1 		$476K Buy
+2,854
New +$499K 0.15% 117

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

ORG Wealth Partners's SPG Position: Q2 2026 in Review

ORG Wealth Partners increased its Simon Property Group (SPG) stake by 5.8% in Q2 2026, buying an estimated $35K and bringing the position to 3,102 shares worth $694K. The position accounts for 0.1% of the portfolio, ranked #112.

ORG Wealth Partners first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • ORG Wealth Partners held 3,102 shares of Simon Property Group worth $694K as of Q2 2026.
  • ORG Wealth Partners bought 170 Simon Property Group shares in Q2 2026, an estimated $35K.
  • Simon Property Group made up 0.1% of ORG Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • ORG Wealth Partners first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.