Private Wealth Asset Management’s Simon Property Group SPG Stock Holding History

Private Wealth Asset Management’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	$3.58K	Hold	16	–	–	﹤0.01%	817
2026 Q1	$2.98K	Sell	16 -2	-11%	-$381	﹤0.01%	823
2025 Q4	$3.33K	Hold	18	–	–	﹤0.01%	794
2025 Q3	$3.38K	Buy	18 +16	+800%	+$2.76K	﹤0.01%	779
2025 Q2	$322	Sell	2 -9	-82%	-$1.42K	﹤0.01%	906
2025 Q1	$1.83K	Buy	+11	New	+$1.92K	﹤0.01%	804

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

Private Wealth Asset Management's SPG Position: Q2 2026 in Review

Private Wealth Asset Management held its Simon Property Group (SPG) position steady in Q2 2026 at 16 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Private Wealth Asset Management first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Private Wealth Asset Management held 16 shares of Simon Property Group worth $3.58K as of Q2 2026.
Private Wealth Asset Management left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #817 holding.
Private Wealth Asset Management first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.