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TD Private Client Wealth’s Simon Property Group SPG Stock Holding History

TD Private Client 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 		$148K Sell
662
-2,653
-80% -$546K ﹤0.01% 712
2026
Q1 		$618K Buy
3,315
+335
+11% +$63.9K 0.01% 453
2025
Q4 		$552K Buy
2,980
+119
+4% +$21.6K 0.01% 459
2025
Q3 		$537K Sell
2,861
-26
-0.9% -$4.49K 0.01% 467
2025
Q2 		$464K Buy
2,887
+992
+52% +$157K 0.01% 479
2025
Q1 		$315K Buy
1,895
+300
+19% +$52.4K 0.01% 521
2024
Q4 		$275K Buy
1,595
+160
+11% +$28.1K 0.01% 542
2024
Q3 		$243K Buy
1,435
+35
+3% +$5.54K 0.01% 570
2024
Q2 		$213K Hold
1,400
– – 0.01% 559
2024
Q1 		$219K Sell
1,400
-289
-17% -$42.4K 0.01% 569
2023
Q4 		$241K Sell
1,689
-2,184
-56% -$264K 0.01% 536
2023
Q3 		$418K Sell
3,873
-4,071
-51% -$477K 0.02% 441
2023
Q2 		$917K Sell
7,944
-791
-9% -$86.2K 0.04% 351
2023
Q1 		$978K Sell
8,735
-423
-5% -$50.5K 0.04% 331
2022
Q4 		$1.08M Buy
9,158
+5,920
+183% +$658K 0.05% 312
2022
Q3 		$291K Buy
3,238
+662
+26% +$67.7K 0.01% 477
2022
Q2 		$245K Sell
2,576
-18
-0.7% -$2.06K 0.01% 504
2022
Q1 		$341K Sell
2,594
-60
-2% -$8.55K 0.01% 475
2021
Q4 		$424K Sell
2,654
-127
-5% -$19.4K 0.02% 444
2021
Q3 		$361K Buy
2,781
+33
+1% +$4.29K 0.02% 444
2021
Q2 		$359K Buy
2,748
+223
+9% +$27.7K 0.02% 448
2021
Q1 		$287K Sell
2,525
-443
-15% -$46.2K 0.01% 458
2020
Q4 		$253K Sell
2,968
-120
-4% -$9.16K 0.01% 457
2020
Q3 		$200K Sell
3,088
-9
-0.3% -$590 0.01% 459
2020
Q2 		$212K Buy
3,097
+671
+28% +$42.1K 0.01% 448
2020
Q1 		$133K Sell
2,426
-2,280
-48% -$273K 0.01% 462
2019
Q4 		$701K Buy
+4,706
New +$706K 0.04% 308

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

TD Private Client Wealth's SPG Position: Q2 2026 in Review

TD Private Client Wealth reduced its Simon Property Group (SPG) stake by 80% in Q2 2026, selling an estimated $546K and leaving 662 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

TD Private Client Wealth first reported a position in SPG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.08M in Q4 2022. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • TD Private Client Wealth held 662 shares of Simon Property Group worth $148K as of Q2 2026.
  • TD Private Client Wealth sold 2,653 Simon Property Group shares in Q2 2026, an estimated $546K.
  • Simon Property Group made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #712 holding.
  • TD Private Client Wealth first reported a position in Simon Property Group in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Simon Property Group position peaked at $1.08M in Q4 2022.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.