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Veridan Wealth’s Simon Property Group SPG Stock Holding History

Veridan 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 		$861K Buy
4,618
+55
+1% +$10.5K 0.32% 42
2025
Q4 		$845K Buy
4,563
+53
+1% +$9.63K 0.28% 40
2025
Q3 		$846K Buy
+4,510
New +$779K 0.29% 40
2025
Q1 		$795K Buy
4,784
+62
+1% +$10.8K 0.36% 41
2024
Q4 		$819K Buy
+4,722
New +$829K 0.38% 43
2024
Q2 		$717K Buy
+4,459
New +$657K 0.29% 41

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Veridan Wealth's SPG Position: Q1 2026 in Review

Veridan Wealth increased its Simon Property Group (SPG) stake by 1.2% in Q1 2026, buying an estimated $10.5K and bringing the position to 4,618 shares worth $861K. The position accounts for 0.32% of the portfolio, ranked #42.

Veridan Wealth first reported a position in SPG in Q2 2024 and has held it in 6 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Veridan Wealth held 4,618 shares of Simon Property Group worth $861K as of Q1 2026.
  • Veridan Wealth bought 55 Simon Property Group shares in Q1 2026, an estimated $10.5K.
  • Simon Property Group made up 0.32% of Veridan Wealth's portfolio in Q1 2026, its #42 holding.
  • Veridan Wealth first reported a position in Simon Property Group in Q2 2024 and has held it in 6 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Veridan Wealth's 13F filing for Q1 2026, filed 15 May 2026.