Wealth Preservation Advisors’s Simon Property Group SPG Stock Holding History

Wealth Preservation Advisors’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	$1.79M	Buy	8,002 +2,000	+33%	+$412K	1.02%	17
2026 Q1	$1.12M	Sell	6,002 -2,000	-25%	-$381K	0.93%	16
2025 Q4	$1.48M	Hold	8,002	–	–	0.75%	19
2025 Q3	$1.5M	Hold	8,002	–	–	0.87%	16
2025 Q2	$1.29M	Hold	8,002	–	–	0.79%	19
2025 Q1	$1.33M	Buy	+8,002	New	+$1.4M	0.95%	18

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 Preservation Advisors's SPG Position: Q2 2026 in Review

Wealth Preservation Advisors increased its Simon Property Group (SPG) stake by 33% in Q2 2026, buying an estimated $412K and bringing the position to 8,002 shares worth $1.79M. The position accounts for 1.02% of the portfolio, ranked #17.

Wealth Preservation Advisors first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Wealth Preservation Advisors held 8,002 shares of Simon Property Group worth $1.79M as of Q2 2026.
Wealth Preservation Advisors bought 2,000 Simon Property Group shares in Q2 2026, an estimated $412K.
Simon Property Group made up 1.02% of Wealth Preservation Advisors's portfolio in Q2 2026, its #17 holding.
Wealth Preservation Advisors first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.