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SHP Wealth Management’s Simon Property Group SPG Stock Holding History

SHP 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
Q1 		$41.3K Buy
222
+39
+21% +$7.44K ﹤0.01% 539
2025
Q4 		$33.8K Buy
+183
New +$33.2K ﹤0.01% 574

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SHP Wealth Management's SPG Position: Q1 2026 in Review

SHP Wealth Management increased its Simon Property Group (SPG) stake by 21% in Q1 2026, buying an estimated $7.44K and bringing the position to 222 shares worth $41.3K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

SHP Wealth Management first reported a position in SPG in Q4 2025 and has held it in 2 quarters since. 1,305 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • SHP Wealth Management held 222 shares of Simon Property Group worth $41.3K as of Q1 2026.
  • SHP Wealth Management bought 39 Simon Property Group shares in Q1 2026, an estimated $7.44K.
  • Simon Property Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #539 holding.
  • SHP Wealth Management first reported a position in Simon Property Group in Q4 2025 and has held it in 2 quarters since.
  • 1,305 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.