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 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	-142	Closed	-$238K	–	182
2018 Q4	$238K	Buy	+142	New	+$25.4K	0.11%	160

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

Outlook Wealth Advisors's SPG Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Simon Property Group (SPG) stake by 0.55% in Q1 2026, buying an estimated $1.72K and bringing the position to 1,656 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #246.

Outlook Wealth Advisors first reported a position in SPG in Q4 2018 and has held it in 4 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Outlook Wealth Advisors held 1,656 shares of Simon Property Group worth $309K as of Q1 2026.
Outlook Wealth Advisors bought 9 Simon Property Group shares in Q1 2026, an estimated $1.72K.
Simon Property Group made up 0.07% of Outlook Wealth Advisors's portfolio in Q1 2026, its #246 holding.
Outlook Wealth Advisors first reported a position in Simon Property Group in Q4 2018 and has held it in 4 quarters since.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.