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

Private 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 		$15.4K Hold
69
– – ﹤0.01% 455
2026
Q1 		$12.9K Hold
69
– – ﹤0.01% 456
2025
Q4 		$12.8K Sell
69
-6
-8% -$1.09K ﹤0.01% 439
2025
Q3 		$14.1K Hold
75
– – ﹤0.01% 421
2025
Q2 		$12.1K Hold
75
– – ﹤0.01% 432
2025
Q1 		$12.5K Hold
75
– – ﹤0.01% 407
2024
Q4 		$12.9K Hold
75
– – ﹤0.01% 403
2024
Q3 		$12.7K Buy
75
+2
+3% +$317 0.01% 386
2024
Q2 		$11.1K Hold
73
– – ﹤0.01% 414
2024
Q1 		$11.4K Hold
73
– – 0.01% 376
2023
Q4 		$10.4K Buy
+73
New +$8.82K 0.01% 398

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

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

Private Wealth Management Group held its Simon Property Group (SPG) position steady in Q2 2026 at 69 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Private Wealth Management Group first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Private Wealth Management Group held 69 shares of Simon Property Group worth $15.4K as of Q2 2026.
  • Private Wealth Management Group left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #455 holding.
  • Private Wealth Management Group first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.