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Quotient Wealth Partners’s Simon Property Group SPG Stock Holding History

Quotient Wealth Partners’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 		$431K Buy
1,929
+51
+3% +$10.5K 0.01% 237
2026
Q1 		$350K Buy
1,878
+81
+5% +$15.4K 0.01% 259
2025
Q4 		$333K Sell
1,797
-9
-0.5% -$1.64K 0.01% 261
2025
Q3 		$339K Buy
1,806
+7
+0.4% +$1.21K 0.01% 253
2025
Q2 		$289K Sell
1,799
-118
-6% -$18.6K 0.01% 276
2025
Q1 		$318K Buy
1,917
+111
+6% +$19.4K 0.01% 245
2024
Q4 		$311K Buy
1,806
+95
+6% +$16.7K 0.01% 238
2024
Q3 		$289K Buy
1,711
+2
+0.1% +$317 0.01% 252
2024
Q2 		$259K Buy
1,709
+168
+11% +$24.7K 0.01% 264
2024
Q1 		$241K Buy
+1,541
New +$226K 0.01% 267

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

Quotient Wealth Partners's SPG Position: Q2 2026 in Review

Quotient Wealth Partners increased its Simon Property Group (SPG) stake by 2.7% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,929 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #237.

Quotient Wealth Partners first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Quotient Wealth Partners held 1,929 shares of Simon Property Group worth $431K as of Q2 2026.
  • Quotient Wealth Partners bought 51 Simon Property Group shares in Q2 2026, an estimated $10.5K.
  • Simon Property Group made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #237 holding.
  • Quotient Wealth Partners first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.