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U.S. Wealth Group’s Simon Property Group SPG Stock Holding History

U.S. Wealth Group’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 		$3.67M Buy
16,406
+1,458
+10% +$300K 2.2% 17
2026
Q1 		$2.79M Sell
14,948
-113
-0.8% -$21.5K 1.88% 22
2025
Q4 		$2.79M Sell
15,061
-88
-0.6% -$16K 1.84% 19
2025
Q3 		$2.84M Buy
15,149
+266
+2% +$45.9K 1.86% 20
2025
Q2 		$2.39M Buy
14,883
+826
+6% +$131K 1.87% 24
2025
Q1 		$2.33M Sell
14,057
-272
-2% -$47.5K 1.85% 22
2024
Q4 		$2.47M Buy
+14,329
New +$2.51M 1.87% 19

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

U.S. Wealth Group's SPG Position: Q2 2026 in Review

U.S. Wealth Group increased its Simon Property Group (SPG) stake by 9.8% in Q2 2026, buying an estimated $300K and bringing the position to 16,406 shares worth $3.67M. The position accounts for 2.2% of the portfolio, ranked #17.

U.S. Wealth Group first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • U.S. Wealth Group held 16,406 shares of Simon Property Group worth $3.67M as of Q2 2026.
  • U.S. Wealth Group bought 1,458 Simon Property Group shares in Q2 2026, an estimated $300K.
  • Simon Property Group made up 2.2% of U.S. Wealth Group's portfolio in Q2 2026, its #17 holding.
  • U.S. Wealth Group first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.