Wealth Enhancement Advisory Services’s Simon Property Group SPG Stock Holding History

Wealth Enhancement Advisory Services’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	$21.3M	Buy	100,720 +70,549	+234%	+$14.5M	0.04%	423
2026 Q1	$5.44M	Sell	30,171 -4,063	-12%	-$775K	0.01%	867
2025 Q4	$6.38M	Buy	34,234 +2,210	+7%	+$401K	0.01%	902
2025 Q3	$5.73M	Buy	32,024 +101	+0.3%	+$17.4K	0.01%	884
2025 Q2	$5.32M	Buy	31,923 +6,069	+23%	+$959K	0.01%	865
2025 Q1	$4.29M	Buy	25,854 +2,194	+9%	+$383K	0.01%	888
2024 Q4	$4.07M	Buy	23,660 +6,293	+36%	+$1.1M	0.01%	876
2024 Q3	$2.94M	Sell	17,367 -16,687	-49%	-$2.64M	0.01%	910
2024 Q2	$5.17M	Buy	34,054 +3,626	+12%	+$534K	0.01%	679
2024 Q1	$4.76M	Sell	30,428 -4,180	-12%	-$613K	0.01%	673
2023 Q4	$4.94M	Sell	34,608 -385	-1%	-$46.5K	0.01%	615
2023 Q3	$3.78M	Buy	+34,993	New	+$4.1M	0.01%	650
2021 Q3	–	Sell	-10,939	Closed	-$1.38M	–	335
2021 Q2	$1.38M	Buy	+10,939	New	+$1.36M	0.02%	162

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services's SPG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Simon Property Group (SPG) stake by 234% in Q2 2026, buying an estimated $14.5M and bringing the position to 100,720 shares worth $21.3M. The position accounts for 0.04% of the portfolio, ranked #423.

Wealth Enhancement Advisory Services first reported a position in SPG in Q2 2021 and has held it in 13 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Wealth Enhancement Advisory Services held 100,720 shares of Simon Property Group worth $21.3M as of Q2 2026.
Wealth Enhancement Advisory Services bought 70,549 Simon Property Group shares in Q2 2026, an estimated $14.5M.
Simon Property Group made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #423 holding.
Wealth Enhancement Advisory Services first reported a position in Simon Property Group in Q2 2021 and has held it in 13 quarters since.
1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.