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Outlook Wealth Advisors’s Simon Property Group SPG Stock Holding History

Outlook 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
Q2 		$370K Hold
1,656
– – 0.08% 219
2026
Q1 		$309K Buy
1,656
+9
+0.5% +$1.72K 0.07% 246
2025
Q4 		$305K Buy
1,647
+5
+0.3% +$908 0.07% 239
2025
Q3 		$308K Buy
+1,642
New +$283K 0.08% 223
2019
Q1 		– Sell
-1,420
Closed -$238K – 182
2018
Q4 		$238K Buy
+1,420
New +$254K 0.11% 160

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

Outlook Wealth Advisors's SPG Position: Q2 2026 in Review

Outlook Wealth Advisors held its Simon Property Group (SPG) position steady in Q2 2026 at 1,656 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #219.

Outlook Wealth Advisors first reported a position in SPG in Q4 2018 and has held it in 5 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Outlook Wealth Advisors held 1,656 shares of Simon Property Group worth $370K as of Q2 2026.
  • Outlook Wealth Advisors left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.08% of Outlook Wealth Advisors's portfolio in Q2 2026, its #219 holding.
  • Outlook Wealth Advisors first reported a position in Simon Property Group in Q4 2018 and has held it in 5 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.