Prestige Wealth Management Group’s Simon Property Group SPG Stock Holding History

Prestige Wealth Management Group’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	$508K	Sell	2,272 -1,935	-46%	-$398K	0.09%	108
2026 Q1	$785K	Buy	4,207 +4,180	+15,481%	+$797K	0.15%	81
2025 Q4	$5K	Sell	27 -4,349	-99%	-$790K	﹤0.01%	579
2025 Q3	$821K	Buy	4,376 +132	+3%	+$22.8K	0.16%	70
2025 Q2	$682K	Sell	4,244 -70	-2%	-$11.1K	0.14%	78
2025 Q1	$716K	Buy	4,314 +85	+2%	+$14.9K	0.15%	74
2024 Q4	$728K	Sell	4,229 -9	-0.2%	-$1.58K	0.15%	73
2024 Q3	$716K	Buy	4,238 +4,220	+23,444%	+$668K	0.15%	77
2024 Q2	$2.73K	Sell	18 -3,907	-100%	-$576K	﹤0.01%	659
2024 Q1	$614K	Buy	3,925 +3,907	+21,706%	+$573K	0.13%	76
2023 Q4	$2.57K	Hold	18	–	–	﹤0.01%	704
2023 Q3	$1.95K	Hold	18	–	–	﹤0.01%	743
2023 Q2	$2.08K	Hold	18	–	–	﹤0.01%	752
2023 Q1	$2.02K	Hold	18	–	–	﹤0.01%	742
2022 Q4	$2.12K	Hold	18	–	–	﹤0.01%	821
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	776
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	785
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	808
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	745
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	824
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	821
2021 Q1	$2K	Hold	18	–	–	﹤0.01%	818
2020 Q4	$2K	Buy	+18	New	+$1.38K	﹤0.01%	782
2019 Q1	–	Sell	-88	Closed	-$15K	–	1035
2018 Q4	$15K	Buy	+88	New	+$15.7K	0.01%	367

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Prestige Wealth Management Group reduced its Simon Property Group (SPG) stake by 46% in Q2 2026, selling an estimated $398K and leaving 2,272 shares worth $508K. The position accounts for 0.09% of the portfolio, ranked #108.

Prestige Wealth Management Group first reported a position in SPG in Q4 2018 and has held it in 24 quarters since. The position peaked at $821K in Q3 2025. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Prestige Wealth Management Group held 2,272 shares of Simon Property Group worth $508K as of Q2 2026.
Prestige Wealth Management Group sold 1,935 Simon Property Group shares in Q2 2026, an estimated $398K.
Simon Property Group made up 0.09% of Prestige Wealth Management Group's portfolio in Q2 2026, its #108 holding.
Prestige Wealth Management Group first reported a position in Simon Property Group in Q4 2018 and has held it in 24 quarters since.
Prestige Wealth Management Group's Simon Property Group position peaked at $821K in Q3 2025.
1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.