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Retirement Wealth Solutions’s Simon Property Group SPG Stock Holding History

Retirement Wealth Solutions’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 		$5.08K Hold
23
– – ﹤0.01% 337
2026
Q1 		$4.23K Buy
23
+6
+35% +$1.14K ﹤0.01% 352
2025
Q4 		$3.07K Buy
17
+1
+6% +$182 ﹤0.01% 388
2025
Q3 		$3.1K Buy
+16
New +$2.76K ﹤0.01% 383
2025
Q2 		– Hold
0
– – – 422
2025
Q1 		– Hold
0
– – – 408
2024
Q4 		– Hold
0
– – – 414

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

Retirement Wealth Solutions's SPG Position: Q2 2026 in Review

Retirement Wealth Solutions held its Simon Property Group (SPG) position steady in Q2 2026 at 23 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Retirement Wealth Solutions first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Retirement Wealth Solutions held 23 shares of Simon Property Group worth $5.08K as of Q2 2026.
  • Retirement Wealth Solutions left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #337 holding.
  • Retirement Wealth Solutions first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.