Schwarz Dygos Wheeler Investment Advisors’s Simon Property Group SPG Stock Holding History

Schwarz Dygos Wheeler Investment 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 Q1	$274K	Hold	1,468	–	–	0.06%	140
2025 Q4	$272K	Hold	1,468	–	–	0.06%	139
2025 Q3	$276K	Hold	1,468	–	–	0.06%	141
2025 Q2	$236K	Hold	1,468	–	–	0.05%	152
2025 Q1	$244K	Hold	1,468	–	–	0.06%	143
2024 Q4	$253K	Buy	1,468 +1	+0.1%	+$176	0.06%	144
2024 Q3	$248K	Hold	1,467	–	–	0.06%	138
2024 Q2	$223K	Hold	1,467	–	–	0.06%	139
2024 Q1	$230K	Hold	1,467	–	–	0.06%	133
2023 Q4	$209K	Buy	+1,467	New	+$177K	0.06%	139
2022 Q1	–	Sell	-1,467	Closed	-$234K	–	141
2021 Q4	$234K	Buy	+1,467	New	+$224K	0.08%	118

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's SPG Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Simon Property Group (SPG) position steady in Q1 2026 at 1,468 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #140.

Schwarz Dygos Wheeler Investment Advisors first reported a position in SPG in Q4 2021 and has held it in 11 quarters since. The position peaked at $276K in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors held 1,468 shares of Simon Property Group worth $274K as of Q1 2026.
Schwarz Dygos Wheeler Investment Advisors left its Simon Property Group share count unchanged in Q1 2026.
Simon Property Group made up 0.06% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #140 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Simon Property Group in Q4 2021 and has held it in 11 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Simon Property Group position peaked at $276K in Q3 2025.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.