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Regent Peak Wealth Advisors’s Simon Property Group SPG Stock Holding History

Regent Peak 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 		$424K Buy
1,898
+41
+2% +$8.44K 0.08% 114
2026
Q1 		$346K Buy
1,857
+22
+1% +$4.2K 0.07% 127
2025
Q4 		$340K Buy
1,835
+8
+0.4% +$1.45K 0.07% 128
2025
Q3 		$343K Buy
+1,827
New +$315K 0.07% 121
2025
Q1 		$297K Sell
1,787
-27
-1% -$4.72K 0.07% 119
2024
Q4 		$312K Sell
1,814
-6
-0.3% -$1.05K 0.07% 120
2024
Q3 		$308K Sell
1,820
-20
-1% -$3.17K 0.07% 122
2024
Q2 		$279K Sell
1,840
-1
-0.1% -$147 0.06% 129
2024
Q1 		$288K Buy
1,841
+10
+0.5% +$1.47K 0.07% 125
2023
Q4 		$261K Sell
1,831
-43
-2% -$5.2K 0.07% 125
2023
Q3 		$202K Sell
1,874
-90
-5% -$10.5K 0.06% 144
2023
Q2 		$227K Sell
1,964
-5
-0.3% -$545 0.07% 136
2023
Q1 		$220K Sell
1,969
-4
-0.2% -$478 0.07% 140
2022
Q4 		$232K Buy
+1,973
New +$219K 0.08% 141
2022
Q2 		– Sell
-1,959
Closed -$258K – 174
2022
Q1 		$258K Buy
1,959
+13
+0.7% +$1.85K 0.07% 138
2021
Q4 		$311K Buy
1,946
+4
+0.2% +$611 0.08% 126
2021
Q3 		$252K Buy
1,942
+7
+0.4% +$911 0.07% 145
2021
Q2 		$245K Sell
1,935
-22
-1% -$2.73K 0.07% 146
2021
Q1 		$222K Buy
1,957
+44
+2% +$4.59K 0.07% 141
2020
Q4 		$163K Buy
+1,913
New +$146K 0.05% 162

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

Regent Peak Wealth Advisors's SPG Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Simon Property Group (SPG) stake by 2.2% in Q2 2026, buying an estimated $8.44K and bringing the position to 1,898 shares worth $424K. The position accounts for 0.08% of the portfolio, ranked #114.

Regent Peak Wealth Advisors first reported a position in SPG in Q4 2020 and has held it in 20 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Regent Peak Wealth Advisors held 1,898 shares of Simon Property Group worth $424K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 41 Simon Property Group shares in Q2 2026, an estimated $8.44K.
  • Simon Property Group made up 0.08% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Regent Peak Wealth Advisors first reported a position in Simon Property Group in Q4 2020 and has held it in 20 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.