SMART Wealth’s Simon Property Group SPG Stock Holding History

SMART 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	–	Sell	-2,367	Closed	-$442K	–	252
2026 Q1	$442K	Buy	+2,367	New	+$451K	0.13%	137

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

SMART Wealth's SPG Position: Q2 2026 in Review

SMART Wealth sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 2,367 shares — an estimated $442K sold.

SMART Wealth first reported a position in SPG in Q1 2026 and held it in 1 quarter. The position peaked at $442K in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

SMART Wealth reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
SMART Wealth sold 2,367 Simon Property Group shares in Q2 2026, an estimated $442K.
SMART Wealth first reported a position in Simon Property Group in Q1 2026 and held it in 1 quarter.
SMART Wealth's Simon Property Group position peaked at $442K in Q1 2026.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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