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Stillwater Wealth Management Group’s Simon Property Group SPG Stock Holding History

Stillwater Wealth Management Group’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
Q1 		$394K Buy
2,112
+536
+34% +$102K 0.24% 60
2025
Q4 		$292K Buy
1,576
+105
+7% +$19.1K 0.2% 67
2025
Q3 		$276K Buy
+1,471
New +$254K 0.19% 68

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stillwater Wealth Management Group's SPG Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Simon Property Group (SPG) stake by 34% in Q1 2026, buying an estimated $102K and bringing the position to 2,112 shares worth $394K. The position accounts for 0.24% of the portfolio, ranked #60.

Stillwater Wealth Management Group first reported a position in SPG in Q3 2025 and has held it in 3 quarters since. 1,312 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Stillwater Wealth Management Group held 2,112 shares of Simon Property Group worth $394K as of Q1 2026.
  • Stillwater Wealth Management Group bought 536 Simon Property Group shares in Q1 2026, an estimated $102K.
  • Simon Property Group made up 0.24% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #60 holding.
  • Stillwater Wealth Management Group first reported a position in Simon Property Group in Q3 2025 and has held it in 3 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.