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SlateStone Wealth’s Simon Property Group SPG Stock Holding History

SlateStone 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 		$282K Hold
1,259
– – 0.02% 265
2026
Q1 		$235K Sell
1,259
-194
-13% -$37K 0.02% 274
2025
Q4 		$269K Sell
1,453
-140
-9% -$25.4K 0.02% 271
2025
Q3 		$299K Hold
1,593
– – 0.03% 250
2025
Q2 		$256K Hold
1,593
– – 0.02% 260
2025
Q1 		$265K Hold
1,593
– – 0.03% 250
2024
Q4 		$274K Buy
1,593
+223
+16% +$39.1K 0.03% 254
2024
Q3 		$232K Buy
+1,370
New +$217K 0.02% 260

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

SlateStone Wealth's SPG Position: Q2 2026 in Review

SlateStone Wealth held its Simon Property Group (SPG) position steady in Q2 2026 at 1,259 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #265.

SlateStone Wealth first reported a position in SPG in Q3 2024 and has held it in 8 quarters since. The position peaked at $299K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • SlateStone Wealth held 1,259 shares of Simon Property Group worth $282K as of Q2 2026.
  • SlateStone Wealth left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.02% of SlateStone Wealth's portfolio in Q2 2026, its #265 holding.
  • SlateStone Wealth first reported a position in Simon Property Group in Q3 2024 and has held it in 8 quarters since.
  • SlateStone Wealth's Simon Property Group position peaked at $299K in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.