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Prospera Financial Services’s Simon Property Group SPG Stock Holding History

Prospera Financial Services’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 		$4.38M Sell
19,537
-497
-2% -$102K 0.06% 313
2026
Q1 		$3.74M Sell
20,034
-885
-4% -$169K 0.06% 333
2025
Q4 		$3.88M Buy
20,919
+289
+1% +$52.5K 0.06% 306
2025
Q3 		$3.88M Sell
20,630
-22
-0.1% -$3.8K 0.07% 307
2025
Q2 		$3.32M Buy
20,652
+2,860
+16% +$452K 0.06% 320
2025
Q1 		$2.96M Sell
17,792
-185
-1% -$32.3K 0.07% 297
2024
Q4 		$3.1M Buy
17,977
+119
+0.7% +$20.9K 0.07% 278
2024
Q3 		$3.02M Buy
17,858
+6,819
+62% +$1.08M 0.08% 269
2024
Q2 		$1.68M Buy
11,039
+39
+0.4% +$5.75K 0.05% 374
2024
Q1 		$1.72M Sell
11,000
-285
-3% -$41.8K 0.05% 362
2023
Q4 		$1.61M Buy
+11,285
New +$1.36M 0.05% 358
2023
Q3 		– Sell
-3,475
Closed -$401K – 1057
2023
Q2 		$401K Sell
3,475
-2,672
-43% -$291K 0.02% 684
2023
Q1 		$688K Buy
6,147
+71
+1% +$8.48K 0.03% 522
2022
Q4 		$714K Buy
6,076
+98
+2% +$10.9K 0.04% 448
2022
Q3 		$536K Buy
5,978
+3,696
+162% +$378K 0.03% 503
2022
Q2 		$217K Sell
2,282
-426
-16% -$48.8K 0.01% 714
2022
Q1 		$356K Sell
2,708
-166
-6% -$23.6K 0.01% 697
2021
Q4 		$458K Sell
2,874
-231
-7% -$35.3K 0.02% 597
2021
Q3 		$404K Sell
3,105
-6,382
-67% -$831K 0.02% 585
2021
Q2 		$1.24M Buy
9,487
+944
+11% +$117K 0.06% 334
2021
Q1 		$972K Buy
8,543
+5,087
+147% +$531K 0.06% 345
2020
Q4 		$295K Buy
+3,456
New +$264K 0.02% 543

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

Prospera Financial Services's SPG Position: Q2 2026 in Review

Prospera Financial Services reduced its Simon Property Group (SPG) stake by 2.5% in Q2 2026, selling an estimated $102K and leaving 19,537 shares worth $4.38M. The position accounts for 0.06% of the portfolio, ranked #313.

Prospera Financial Services first reported a position in SPG in Q4 2020 and has held it in 22 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Prospera Financial Services held 19,537 shares of Simon Property Group worth $4.38M as of Q2 2026.
  • Prospera Financial Services sold 497 Simon Property Group shares in Q2 2026, an estimated $102K.
  • Simon Property Group made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #313 holding.
  • Prospera Financial Services first reported a position in Simon Property Group in Q4 2020 and has held it in 22 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.