Sheets Smith Wealth Management’s Simon Property Group SPG Stock Holding History

Sheets Smith 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	$7.44M	Sell	33,264 -630	-2%	-$130K	0.74%	28
2026 Q1	$6.32M	Buy	33,894 +1,027	+3%	+$196K	0.71%	33
2025 Q4	$6.08M	Buy	32,867 +697	+2%	+$127K	0.67%	37
2025 Q3	$6.04M	Sell	32,170 -1,663	-5%	-$287K	0.68%	37
2025 Q2	$5.44M	Sell	33,833 -120	-0.4%	-$19K	0.64%	42
2025 Q1	$5.64M	Hold	33,953	–	–	0.7%	36
2024 Q4	$5.85M	Buy	33,953 +1,615	+5%	+$283K	0.71%	34
2024 Q3	$5.47M	Buy	32,338 +2	+0%	+$317	0.67%	39
2024 Q2	$4.91M	Buy	32,336 +4,071	+14%	+$600K	0.59%	42
2024 Q1	$4.42M	Buy	+28,265	New	+$4.14M	0.5%	51

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 $3.37T AUM 44.26% 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

Sheets Smith Wealth Management's SPG Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Simon Property Group (SPG) stake by 1.9% in Q2 2026, selling an estimated $130K and leaving 33,264 shares worth $7.44M. The position accounts for 0.74% of the portfolio, ranked #28.

Sheets Smith Wealth Management first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Sheets Smith Wealth Management held 33,264 shares of Simon Property Group worth $7.44M as of Q2 2026.
Sheets Smith Wealth Management sold 630 Simon Property Group shares in Q2 2026, an estimated $130K.
Simon Property Group made up 0.74% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #28 holding.
Sheets Smith Wealth Management first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.