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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TritonPoint Wealth's SPG Position: Q1 2026 in Review

TritonPoint Wealth reduced its Simon Property Group (SPG) stake by 24% in Q1 2026, selling an estimated $190K and leaving 3,138 shares worth $585K. The position accounts for 0.06% of the portfolio, ranked #159.

TritonPoint Wealth first reported a position in SPG in Q4 2023 and has held it in 10 quarters since. The position peaked at $883K in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

TritonPoint Wealth held 3,138 shares of Simon Property Group worth $585K as of Q1 2026.
TritonPoint Wealth sold 995 Simon Property Group shares in Q1 2026, an estimated $190K.
Simon Property Group made up 0.06% of TritonPoint Wealth's portfolio in Q1 2026, its #159 holding.
TritonPoint Wealth first reported a position in Simon Property Group in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Simon Property Group position peaked at $883K in Q3 2025.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.