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

Sagespring 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 		$1.11M Buy
4,971
+683
+16% +$141K 0.02% 321
2026
Q1 		$800K Buy
4,288
+333
+8% +$63.5K 0.01% 381
2025
Q4 		$732K Buy
3,955
+490
+14% +$89K 0.01% 379
2025
Q3 		$650K Buy
3,465
+338
+11% +$58.4K 0.01% 402
2025
Q2 		$503K Buy
3,127
+34
+1% +$5.37K 0.01% 440
2025
Q1 		$514K Buy
3,093
+589
+24% +$103K 0.01% 383
2024
Q4 		$431K Buy
+2,504
New +$439K 0.01% 383

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Simon Property Group (SPG) stake by 16% in Q2 2026, buying an estimated $141K and bringing the position to 4,971 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #321.

Sagespring Wealth Partners first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 853 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Sagespring Wealth Partners held 4,971 shares of Simon Property Group worth $1.11M as of Q2 2026.
  • Sagespring Wealth Partners bought 683 Simon Property Group shares in Q2 2026, an estimated $141K.
  • Simon Property Group made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #321 holding.
  • Sagespring Wealth Partners first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 853 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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