TritonPoint Wealth’s Simon Property Group SPG Stock Holding History

TritonPoint 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	$654K	Sell	2,922 -216	-7%	-$44.4K	0.06%	158
2026 Q1	$585K	Sell	3,138 -995	-24%	-$190K	0.06%	159
2025 Q4	$765K	Sell	4,133 -570	-12%	-$104K	0.08%	140
2025 Q3	$883K	Buy	4,703 +1,041	+28%	+$180K	0.08%	164
2025 Q2	$589K	Sell	3,662 -206	-5%	-$32.5K	0.05%	196
2025 Q1	$642K	Buy	3,868 +59	+2%	+$10.3K	0.06%	188
2024 Q4	$656K	Buy	3,809 +7	+0.2%	+$1.23K	0.06%	183
2024 Q3	$638K	Buy	3,802 +78	+2%	+$12.3K	0.06%	185
2024 Q2	$565K	Buy	3,724 +126	+4%	+$18.6K	0.05%	189
2024 Q1	$536K	Sell	3,598 -206	-5%	-$30.2K	0.06%	197
2023 Q4	$543K	Buy	+3,804	New	+$460K	0.05%	207

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

TritonPoint Wealth's SPG Position: Q2 2026 in Review

TritonPoint Wealth reduced its Simon Property Group (SPG) stake by 6.9% in Q2 2026, selling an estimated $44.4K and leaving 2,922 shares worth $654K. The position accounts for 0.06% of the portfolio, ranked #158.

TritonPoint Wealth first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. The position peaked at $883K in Q3 2025. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

TritonPoint Wealth held 2,922 shares of Simon Property Group worth $654K as of Q2 2026.
TritonPoint Wealth sold 216 Simon Property Group shares in Q2 2026, an estimated $44.4K.
Simon Property Group made up 0.06% of TritonPoint Wealth's portfolio in Q2 2026, its #158 holding.
TritonPoint Wealth first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Simon Property Group position peaked at $883K in Q3 2025.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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