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

Tradition Wealth 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	$541K	Buy	2,419 +312	+15%	+$64.2K	0.03%	297
2026 Q1	$393K	Buy	2,107 +198	+10%	+$37.8K	0.03%	336
2025 Q4	$353K	Sell	1,909 -60	-3%	-$10.9K	0.03%	350
2025 Q3	$370K	Buy	1,969 +644	+49%	+$111K	0.03%	331
2025 Q2	$213K	Buy	+1,325	New	+$209K	0.02%	421
2024 Q1	–	Sell	-184	Closed	-$26K	–	1065
2023 Q4	$26K	Sell	184 -600	-77%	-$72.5K	﹤0.01%	780
2023 Q3	$85K	Hold	784	–	–	0.01%	478
2023 Q2	$91K	Buy	784 +5	+0.6%	+$545	0.01%	472
2023 Q1	$87K	Buy	+779	New	+$93K	0.01%	483
2022 Q3	–	Sell	-190	Closed	-$18K	–	1211
2022 Q2	$18K	Hold	190	–	–	﹤0.01%	670
2022 Q1	$25K	Buy	+190	New	+$27.1K	﹤0.01%	667

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

Tradition Wealth Management's SPG Position: Q2 2026 in Review

Tradition Wealth Management increased its Simon Property Group (SPG) stake by 15% in Q2 2026, buying an estimated $64.2K and bringing the position to 2,419 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #297.

Tradition Wealth Management first reported a position in SPG in Q1 2022 and has held it in 11 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Tradition Wealth Management held 2,419 shares of Simon Property Group worth $541K as of Q2 2026.
Tradition Wealth Management bought 312 Simon Property Group shares in Q2 2026, an estimated $64.2K.
Simon Property Group made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #297 holding.
Tradition Wealth Management first reported a position in Simon Property Group in Q1 2022 and has held it in 11 quarters since.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.