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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
Q2 		$1.04M Buy
4,664
+46
+1% +$9.46K 0.35% 44
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 $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

Veridan Wealth's SPG Position: Q2 2026 in Review

Veridan Wealth increased its Simon Property Group (SPG) stake by 1% in Q2 2026, buying an estimated $9.46K and bringing the position to 4,664 shares worth $1.04M. The position accounts for 0.35% of the portfolio, ranked #44.

Veridan Wealth first reported a position in SPG in Q2 2024 and has held it in 7 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Veridan Wealth held 4,664 shares of Simon Property Group worth $1.04M as of Q2 2026.
  • Veridan Wealth bought 46 Simon Property Group shares in Q2 2026, an estimated $9.46K.
  • Simon Property Group made up 0.35% of Veridan Wealth's portfolio in Q2 2026, its #44 holding.
  • Veridan Wealth first reported a position in Simon Property Group in Q2 2024 and has held it in 7 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.