Physician Wealth Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
Other funds holding SPG
Physician Wealth Advisors's SPG Position: Q2 2026 in Review
Physician Wealth Advisors increased its Simon Property Group (SPG) stake by 31% in Q2 2026, buying an estimated $5.56K and bringing the position to 114 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #598.
Physician Wealth Advisors first reported a position in SPG in Q2 2025 and has held it in 5 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Physician Wealth Advisors held 114 shares of Simon Property Group worth $25.5K as of Q2 2026.
- Physician Wealth Advisors bought 27 Simon Property Group shares in Q2 2026, an estimated $5.56K.
- Simon Property Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #598 holding.
- Physician Wealth Advisors first reported a position in Simon Property Group in Q2 2025 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 Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.