TWP
SPG icon

Triad Wealth Partners’s Simon Property Group SPG Stock Holding History

Triad Wealth Partners’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 		$971K Buy
4,239
+886
+26% +$182K 0.06% 208
2026
Q1 		$625K Buy
3,353
+193
+6% +$36.8K 0.05% 237
2025
Q4 		$585K Buy
3,160
+410
+15% +$74.5K 0.06% 237
2025
Q3 		$516K Buy
2,750
+1,212
+79% +$209K 0.07% 200
2025
Q2 		$247K Buy
1,538
+219
+17% +$34.6K 0.05% 247
2025
Q1 		$219K Sell
1,319
-81
-6% -$14.2K 0.07% 196
2024
Q4 		$241K Buy
+1,400
New +$246K 0.09% 160
2024
Q3 		– Sell
-912
Closed -$138K – 777
2024
Q2 		$138K Buy
+912
New +$134K 0.07% 121

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

Triad Wealth Partners's SPG Position: Q2 2026 in Review

Triad Wealth Partners increased its Simon Property Group (SPG) stake by 26% in Q2 2026, buying an estimated $182K and bringing the position to 4,239 shares worth $971K. The position accounts for 0.06% of the portfolio, ranked #208.

Triad Wealth Partners first reported a position in SPG in Q2 2024 and has held it in 8 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Triad Wealth Partners held 4,239 shares of Simon Property Group worth $971K as of Q2 2026.
  • Triad Wealth Partners bought 886 Simon Property Group shares in Q2 2026, an estimated $182K.
  • Simon Property Group made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #208 holding.
  • Triad Wealth Partners first reported a position in Simon Property Group in Q2 2024 and has held it in 8 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.