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True Wealth Design’s Simon Property Group SPG Stock Holding History

True Wealth Design’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 		$34.9K Buy
156
+13
+9% +$2.67K 0.01% 621
2026
Q1 		$26.7K Buy
143
+9
+7% +$1.72K 0.01% 601
2025
Q4 		$24.8K Buy
134
+10
+8% +$1.82K 0.01% 532
2025
Q3 		$23.2K Buy
124
+96
+343% +$16.6K 0.01% 552
2025
Q2 		$4.45K Sell
28
-97
-78% -$15.3K ﹤0.01% 853
2025
Q1 		$20.7K Buy
125
+40
+47% +$6.99K 0.01% 333
2024
Q4 		$14.6K Buy
85
+6
+8% +$1.05K 0.01% 362
2024
Q3 		$13.4K Buy
+79
New +$12.5K 0.01% 387

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

True Wealth Design's SPG Position: Q2 2026 in Review

True Wealth Design increased its Simon Property Group (SPG) stake by 9.1% in Q2 2026, buying an estimated $2.67K and bringing the position to 156 shares worth $34.9K. The position accounts for 0.01% of the portfolio, ranked #621.

True Wealth Design first reported a position in SPG in Q3 2024 and has held it in 8 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • True Wealth Design held 156 shares of Simon Property Group worth $34.9K as of Q2 2026.
  • True Wealth Design bought 13 Simon Property Group shares in Q2 2026, an estimated $2.67K.
  • Simon Property Group made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #621 holding.
  • True Wealth Design first reported a position in Simon Property Group in Q3 2024 and has held it in 8 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.