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 Q2	$328K	Sell	1,467 -1	-0.1%	-$206	0.06%	134
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's SPG Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Simon Property Group (SPG) stake by 0.07% in Q2 2026, selling an estimated $206 and leaving 1,467 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #134.

Schwarz Dygos Wheeler Investment Advisors first reported a position in SPG in Q4 2021 and has held it in 12 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 1,467 shares of Simon Property Group worth $328K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors sold 1 Simon Property Group share in Q2 2026, an estimated $206.
Simon Property Group made up 0.06% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #134 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Simon Property Group in Q4 2021 and has held it in 12 quarters since.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.