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SteelPeak Wealth’s Simon Property Group SPG Stock Holding History

SteelPeak 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 		$279K Buy
1,249
+119
+11% +$24.5K 0.01% 547
2026
Q1 		$211K Sell
1,130
-7,543
-87% -$1.44M 0.01% 520
2025
Q4 		$1.61M Buy
8,673
+1,198
+16% +$218K 0.05% 233
2025
Q3 		$1.4M Buy
7,475
+4,691
+168% +$810K 0.05% 252
2025
Q2 		$447K Sell
2,784
-5,787
-68% -$914K 0.02% 367
2025
Q1 		$1.42M Sell
8,571
-582
-6% -$102K 0.06% 213
2024
Q4 		$1.58M Buy
9,153
+1,446
+19% +$254K 0.06% 196
2024
Q3 		$1.3M Buy
7,707
+117
+2% +$18.5K 0.06% 204
2024
Q2 		$1.15M Buy
7,590
+1,475
+24% +$217K 0.05% 213
2024
Q1 		$957K Sell
6,115
-152
-2% -$22.3K 0.05% 224
2023
Q4 		$894K Sell
6,267
-96,424
-94% -$11.7M 0.05% 217
2023
Q3 		$11.1M Buy
102,691
+99,170
+2,817% +$11.6M 0.7% 33
2023
Q2 		$407K Buy
+3,521
New +$384K 0.02% 273
2020
Q2 		– Sell
-6,165
Closed -$338K – 308
2020
Q1 		$338K Buy
6,165
+4,126
+202% +$493K 0.05% 166
2019
Q4 		$304K Buy
+2,039
New +$306K 0.04% 199

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

SteelPeak Wealth's SPG Position: Q2 2026 in Review

SteelPeak Wealth increased its Simon Property Group (SPG) stake by 11% in Q2 2026, buying an estimated $24.5K and bringing the position to 1,249 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #547.

SteelPeak Wealth first reported a position in SPG in Q4 2019 and has held it in 15 quarters since. The position peaked at $11.1M in Q3 2023. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • SteelPeak Wealth held 1,249 shares of Simon Property Group worth $279K as of Q2 2026.
  • SteelPeak Wealth bought 119 Simon Property Group shares in Q2 2026, an estimated $24.5K.
  • Simon Property Group made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #547 holding.
  • SteelPeak Wealth first reported a position in Simon Property Group in Q4 2019 and has held it in 15 quarters since.
  • SteelPeak Wealth's Simon Property Group position peaked at $11.1M in Q3 2023.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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