Wealthcare Advisory Partners’s Simon Property Group SPG Stock Holding History

Wealthcare Advisory Partners’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	$583K	Sell	2,608 -139	-5%	-$28.6K	0.01%	670
2026 Q1	$512K	Buy	2,747 +46	+2%	+$8.77K	0.01%	689
2025 Q4	$500K	Buy	2,701 +41	+2%	+$7.45K	0.01%	694
2025 Q3	$499K	Sell	2,660 -145	-5%	-$25K	0.01%	683
2025 Q2	$451K	Buy	+2,805	New	+$443K	0.01%	672
2021 Q2	–	Sell	-288	Closed	-$33K	–	1682
2021 Q1	$33K	Buy	+288	New	+$30K	﹤0.01%	1026
2020 Q2	–	Sell	-13	Closed	-$1K	–	1198
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	1431
2019 Q4	$2K	Sell	13 -122	-90%	-$18.3K	﹤0.01%	1276
2019 Q3	$21K	Buy	+135	New	+$21K	﹤0.01%	746

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

Wealthcare Advisory Partners's SPG Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Simon Property Group (SPG) stake by 5.1% in Q2 2026, selling an estimated $28.6K and leaving 2,608 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #670.

Wealthcare Advisory Partners first reported a position in SPG in Q3 2019 and has held it in 9 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Wealthcare Advisory Partners held 2,608 shares of Simon Property Group worth $583K as of Q2 2026.
Wealthcare Advisory Partners sold 139 Simon Property Group shares in Q2 2026, an estimated $28.6K.
Simon Property Group made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #670 holding.
Wealthcare Advisory Partners first reported a position in Simon Property Group in Q3 2019 and has held it in 9 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.