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

Wealth Enhancement Trust 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 		$70.9K Buy
317
+192
+154% +$39.5K 0.01% 429
2026
Q1 		$23.3K Sell
125
-240
-66% -$45.8K ﹤0.01% 533
2025
Q4 		$67.6K Buy
+365
New +$66.3K 0.01% 393

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Simon Property Group (SPG) stake by 154% in Q2 2026, buying an estimated $39.5K and bringing the position to 317 shares worth $70.9K. The position accounts for 0.01% of the portfolio, ranked #429.

Wealth Enhancement Trust Services first reported a position in SPG in Q4 2025 and has held it in 3 quarters since. 1,079 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Wealth Enhancement Trust Services held 317 shares of Simon Property Group worth $70.9K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 192 Simon Property Group shares in Q2 2026, an estimated $39.5K.
  • Simon Property Group made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #429 holding.
  • Wealth Enhancement Trust Services first reported a position in Simon Property Group in Q4 2025 and has held it in 3 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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