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Waddell & Associates’s Simon Property Group SPG Stock Holding History

Waddell & Associates’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 		$226K Buy
+1,011
New +$208K 0.01% 486
2026
Q1 		– Sell
-1,104
Closed -$204K – 486
2025
Q4 		$204K Buy
+1,104
New +$201K 0.01% 361
2024
Q1 		– Sell
-2,112
Closed -$301K – 152
2023
Q4 		$301K Sell
2,112
-190
-8% -$23K 0.04% 114
2023
Q3 		$249K Sell
2,302
-35
-1% -$4.1K 0.04% 146
2023
Q2 		$270K Sell
2,337
-415
-15% -$45.2K 0.04% 139
2023
Q1 		$308K Sell
2,752
-80
-3% -$9.55K 0.05% 113
2022
Q4 		$333K Buy
2,832
+55
+2% +$6.11K 0.06% 104
2022
Q3 		$249K Sell
2,777
-55
-2% -$5.63K 0.05% 113
2022
Q2 		$269K Buy
2,832
+960
+51% +$110K 0.05% 112
2022
Q1 		$246K Hold
1,872
– – 0.04% 113
2021
Q4 		$299K Buy
1,872
+30
+2% +$4.58K 0.05% 95
2021
Q3 		$239K Sell
1,842
-30
-2% -$3.9K 0.04% 97
2021
Q2 		$244K Buy
+1,872
New +$233K 0.04% 109

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 $3.38T AUM 44.17% 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

Waddell & Associates's SPG Position: Q2 2026 in Review

Waddell & Associates opened a new position in Simon Property Group (SPG) in Q2 2026: 1,011 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Waddell & Associates previously reported a position in SPG as recently as Q4 2025.

Waddell & Associates first reported a position in SPG in Q2 2021 and has held it in 13 quarters since. The position peaked at $333K in Q4 2022. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Waddell & Associates held 1,011 shares of Simon Property Group worth $226K as of Q2 2026.
  • Simon Property Group was a new Waddell & Associates position in Q2 2026.
  • Simon Property Group made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #486 holding.
  • Waddell & Associates first reported a position in Simon Property Group in Q2 2021 and has held it in 13 quarters since.
  • Waddell & Associates's Simon Property Group position peaked at $333K in Q4 2022.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.