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Smallwood Wealth Investment Management’s Simon Property Group SPG Stock Holding History

Smallwood Wealth Investment 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 		$4.47K Sell
20
-10
-33% -$2.06K ﹤0.01% 372
2026
Q1 		$5.59K Hold
30
– – ﹤0.01% 365
2025
Q4 		$5.55K Hold
30
– – ﹤0.01% 347
2025
Q3 		$5.63K Hold
30
– – ﹤0.01% 345
2025
Q2 		$4.82K Hold
30
– – ﹤0.01% 355
2025
Q1 		$4.98K Buy
+30
New +$5.24K ﹤0.01% 345

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 $3.38T AUM 44.17% 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

Smallwood Wealth Investment Management's SPG Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Simon Property Group (SPG) stake by 33% in Q2 2026, selling an estimated $2.06K and leaving 20 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Smallwood Wealth Investment Management first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.63K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Smallwood Wealth Investment Management held 20 shares of Simon Property Group worth $4.47K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 10 Simon Property Group shares in Q2 2026, an estimated $2.06K.
  • Simon Property Group made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #372 holding.
  • Smallwood Wealth Investment Management first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Simon Property Group position peaked at $5.63K in Q3 2025.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.