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Simplicity Wealth’s Simon Property Group SPG Stock Holding History

Simplicity Wealth’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 		$11.6M Buy
51,964
+49,702
+2,197% +$10.2M 0.39% 62
2026
Q1 		$422K Sell
2,262
-16
-0.7% -$3.05K 0.02% 497
2025
Q4 		$422K Buy
2,278
+471
+26% +$85.6K 0.03% 474
2025
Q3 		$339K Buy
+1,807
New +$312K 0.02% 530
2024
Q3 		– Sell
-6,104
Closed -$927K – 1099
2024
Q2 		$927K Buy
6,104
+107
+2% +$15.8K 0.02% 558
2024
Q1 		$939K Buy
+5,997
New +$879K 0.02% 541

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplicity Wealth's SPG Position: Q2 2026 in Review

Simplicity Wealth increased its Simon Property Group (SPG) stake by 2,197% in Q2 2026, buying an estimated $10.2M and bringing the position to 51,964 shares worth $11.6M. The position accounts for 0.39% of the portfolio, ranked #62.

Simplicity Wealth first reported a position in SPG in Q1 2024 and has held it in 6 quarters since. 1,358 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Simplicity Wealth held 51,964 shares of Simon Property Group worth $11.6M as of Q2 2026.
  • Simplicity Wealth bought 49,702 Simon Property Group shares in Q2 2026, an estimated $10.2M.
  • Simon Property Group made up 0.39% of Simplicity Wealth's portfolio in Q2 2026, its #62 holding.
  • Simplicity Wealth first reported a position in Simon Property Group in Q1 2024 and has held it in 6 quarters since.
  • 1,358 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.