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Wealth Alliance’s Simon Property Group SPG Stock Holding History

Wealth Alliance’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 		– Sell
-1,101
Closed -$204K – 591
2025
Q4 		$204K Sell
1,101
-2,482
-69% -$451K 0.02% 535
2025
Q3 		$672K Sell
3,583
-262
-7% -$45.2K 0.07% 240
2025
Q2 		$618K Buy
3,845
+70
+2% +$11.1K 0.07% 249
2025
Q1 		$627K Buy
+3,775
New +$660K 0.08% 233

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

Wealth Alliance's SPG Position: Q1 2026 in Review

Wealth Alliance sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 1,101 shares — an estimated $204K sold.

Wealth Alliance first reported a position in SPG in Q1 2025 and held it in 4 quarters. The position peaked at $672K in Q3 2025. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Wealth Alliance reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • Wealth Alliance sold 1,101 Simon Property Group shares in Q1 2026, an estimated $204K.
  • Wealth Alliance first reported a position in Simon Property Group in Q1 2025 and held it in 4 quarters.
  • Wealth Alliance's Simon Property Group position peaked at $672K in Q3 2025.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.