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Provenance Wealth Advisors’s Simon Property Group SPG Stock Holding History

Provenance Wealth Advisors’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 		$895 Buy
+4
New +$823 ﹤0.01% 519
2025
Q2 		– Sell
-100
Closed -$16.6K – 532
2025
Q1 		$16.6K Hold
100
– – ﹤0.01% 288
2024
Q4 		$17.2K Hold
100
– – ﹤0.01% 281
2024
Q3 		$16.9K Hold
100
– – ﹤0.01% 301
2024
Q2 		$15.2K Hold
100
– – ﹤0.01% 272
2024
Q1 		$15.6K Hold
100
– – ﹤0.01% 290
2023
Q4 		$14.3K Buy
+100
New +$12.1K ﹤0.01% 284

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

Provenance Wealth Advisors's SPG Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in Simon Property Group (SPG) in Q2 2026: 4 shares worth $895. The stake represents ﹤0.01% of the portfolio and ranks #519 among its holdings. This is a return to the name: Provenance Wealth Advisors previously reported a position in SPG as recently as Q1 2025.

Provenance Wealth Advisors first reported a position in SPG in Q4 2023 and has held it in 7 quarters since. The position peaked at $17.2K in Q4 2024. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Provenance Wealth Advisors held 4 shares of Simon Property Group worth $895 as of Q2 2026.
  • Simon Property Group was a new Provenance Wealth Advisors position in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #519 holding.
  • Provenance Wealth Advisors first reported a position in Simon Property Group in Q4 2023 and has held it in 7 quarters since.
  • Provenance Wealth Advisors's Simon Property Group position peaked at $17.2K in Q4 2024.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.