Twin Peaks Wealth Advisors’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$232K Sell
1,037
-13
-1% -$2.67K 0.05% 200
2026
Q1
$196K Buy
1,050
+10
+1% +$1.91K 0.05% 187
2025
Q4
$204K Buy
+1,040
New +$189K 0.06% 181
2025
Q3
Sell
-955
Closed -$162K 1826
2025
Q2
$162K Buy
+955
New +$151K 0.05% 173

Other funds holding SPG

Twin Peaks Wealth Advisors's SPG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its Simon Property Group (SPG) stake by 1.2% in Q2 2026, selling an estimated $2.67K and leaving 1,037 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #200.

Twin Peaks Wealth Advisors first reported a position in SPG in Q2 2025 and has held it in 4 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Twin Peaks Wealth Advisors held 1,037 shares of Simon Property Group worth $232K as of Q2 2026.
  • Twin Peaks Wealth Advisors sold 13 Simon Property Group shares in Q2 2026, an estimated $2.67K.
  • Simon Property Group made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • Twin Peaks Wealth Advisors first reported a position in Simon Property Group in Q2 2025 and has held it in 4 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.