Pinnacle Wealth Management Advisory Group’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.18M Buy
5,297
+605
+13% +$124K 0.07% 166
2026
Q1
$875K Buy
4,692
+202
+4% +$38.5K 0.06% 184
2025
Q4
$831K Buy
4,490
+574
+15% +$104K 0.06% 189
2025
Q3
$735K Buy
3,916
+345
+10% +$59.6K 0.06% 180
2025
Q2
$574K Buy
3,571
+576
+19% +$91K 0.05% 202
2025
Q1
$497K Buy
2,995
+376
+14% +$65.7K 0.05% 206
2024
Q4
$451K Buy
2,619
+438
+20% +$76.9K 0.04% 216
2024
Q3
$369K Buy
2,181
+379
+21% +$60K 0.04% 242
2024
Q2
$274K Buy
+1,802
New +$265K 0.03% 278

Other funds holding SPG

Pinnacle Wealth Management Advisory Group's SPG Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Simon Property Group (SPG) stake by 13% in Q2 2026, buying an estimated $124K and bringing the position to 5,297 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #166.

Pinnacle Wealth Management Advisory Group first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 5,297 shares of Simon Property Group worth $1.18M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 605 Simon Property Group shares in Q2 2026, an estimated $124K.
  • Simon Property Group made up 0.07% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #166 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.