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

RWA 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 		$5.19M Sell
23,228
-590
-2% -$121K 0.05% 167
2026
Q1 		$4.44M Sell
23,818
-807
-3% -$154K 0.05% 175
2025
Q4 		$4.56M Sell
24,625
-2,771
-10% -$503K 0.05% 173
2025
Q3 		$5.14M Sell
27,396
-34,377
-56% -$5.93M 0.06% 171
2025
Q2 		$9.93M Sell
61,773
-6,068
-9% -$959K 0.12% 105
2025
Q1 		$11.3M Buy
67,841
+28,361
+72% +$4.96M 0.14% 91
2024
Q4 		$6.8M Buy
+39,480
New +$6.93M 0.08% 127

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

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

RWA Wealth Partners reduced its Simon Property Group (SPG) stake by 2.5% in Q2 2026, selling an estimated $121K and leaving 23,228 shares worth $5.19M. The position accounts for 0.05% of the portfolio, ranked #167.

RWA Wealth Partners first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q1 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • RWA Wealth Partners held 23,228 shares of Simon Property Group worth $5.19M as of Q2 2026.
  • RWA Wealth Partners sold 590 Simon Property Group shares in Q2 2026, an estimated $121K.
  • Simon Property Group made up 0.05% of RWA Wealth Partners's portfolio in Q2 2026, its #167 holding.
  • RWA Wealth Partners first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • RWA Wealth Partners's Simon Property Group position peaked at $11.3M in Q1 2025.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.