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Rialto Wealth Management’s Simon Property Group SPG Stock Holding History

Rialto Wealth Management’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 		$6.93K Buy
31
+7
+29% +$1.44K ﹤0.01% 642
2026
Q1 		$4.48K Buy
24
+13
+118% +$2.48K ﹤0.01% 615
2025
Q4 		$2.04K Sell
11
-4
-27% -$727 ﹤0.01% 740
2025
Q3 		$2.82K Buy
15
+7
+88% +$1.21K ﹤0.01% 574
2025
Q2 		$1.29K Buy
8
+5
+167% +$790 ﹤0.01% 747
2025
Q1 		$499 Buy
+3
New +$524 ﹤0.01% 859

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

Rialto Wealth Management's SPG Position: Q2 2026 in Review

Rialto Wealth Management increased its Simon Property Group (SPG) stake by 29% in Q2 2026, buying an estimated $1.44K and bringing the position to 31 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Rialto Wealth Management first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Rialto Wealth Management held 31 shares of Simon Property Group worth $6.93K as of Q2 2026.
  • Rialto Wealth Management bought 7 Simon Property Group shares in Q2 2026, an estimated $1.44K.
  • Simon Property Group made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #642 holding.
  • Rialto Wealth Management first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.