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Vertrix Wealth Management’s Simon Property Group SPG Stock Holding History

Vertrix Wealth Management’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 		$4.91M Sell
21,972
-1,363
-6% -$280K 1.65% 21
2026
Q1 		$4.35M Buy
+23,335
New +$4.45M 1.6% 23

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

Vertrix Wealth Management's SPG Position: Q2 2026 in Review

Vertrix Wealth Management reduced its Simon Property Group (SPG) stake by 5.8% in Q2 2026, selling an estimated $280K and leaving 21,972 shares worth $4.91M. The position accounts for 1.65% of the portfolio, ranked #21.

Vertrix Wealth Management first reported a position in SPG in Q1 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Vertrix Wealth Management held 21,972 shares of Simon Property Group worth $4.91M as of Q2 2026.
  • Vertrix Wealth Management sold 1,363 Simon Property Group shares in Q2 2026, an estimated $280K.
  • Simon Property Group made up 1.65% of Vertrix Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Vertrix Wealth Management first reported a position in Simon Property Group in Q1 2026 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.