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Premier Path Wealth Partners’s Simon Property Group SPG Stock Holding History

Premier Path 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 		$939K Buy
4,201
+241
+6% +$49.6K 0.11% 180
2026
Q1 		$739K Buy
3,960
+517
+15% +$98.6K 0.1% 199
2025
Q4 		$637K Buy
3,443
+198
+6% +$36K 0.08% 221
2025
Q3 		$609K Buy
3,245
+13
+0.4% +$2.24K 0.08% 239
2025
Q2 		$520K Sell
3,232
-303
-9% -$47.9K 0.07% 240
2025
Q1 		$587K Sell
3,535
-4
-0.1% -$699 0.09% 216
2024
Q4 		$609K Sell
3,539
-7,638
-68% -$1.34M 0.09% 208
2024
Q3 		$1.89M Buy
11,177
+141
+1% +$22.3K 0.3% 84
2024
Q2 		$1.68M Buy
11,036
+393
+4% +$57.9K 0.29% 86
2024
Q1 		$1.66M Buy
10,643
+106
+1% +$15.5K 0.31% 82
2023
Q4 		$1.51M Buy
+10,537
New +$1.27M 0.34% 67

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

Premier Path Wealth Partners's SPG Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Simon Property Group (SPG) stake by 6.1% in Q2 2026, buying an estimated $49.6K and bringing the position to 4,201 shares worth $939K. The position accounts for 0.11% of the portfolio, ranked #180.

Premier Path Wealth Partners first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.89M in Q3 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Premier Path Wealth Partners held 4,201 shares of Simon Property Group worth $939K as of Q2 2026.
  • Premier Path Wealth Partners bought 241 Simon Property Group shares in Q2 2026, an estimated $49.6K.
  • Simon Property Group made up 0.11% of Premier Path Wealth Partners's portfolio in Q2 2026, its #180 holding.
  • Premier Path Wealth Partners first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • Premier Path Wealth Partners's Simon Property Group position peaked at $1.89M in Q3 2024.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.