Principia Wealth Advisory’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
Other funds holding SPG
Principia Wealth Advisory's SPG Position: Q2 2026 in Review
Principia Wealth Advisory increased its Simon Property Group (SPG) stake by 21% in Q2 2026, buying an estimated $1.24K and bringing the position to 35 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #283.
Principia Wealth Advisory first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Principia Wealth Advisory held 35 shares of Simon Property Group worth $7.83K as of Q2 2026.
- Principia Wealth Advisory bought 6 Simon Property Group shares in Q2 2026, an estimated $1.24K.
- Simon Property Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #283 holding.
- Principia Wealth Advisory first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
- 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.