Wealthspire Advisors (New York)’s Simon Property Group SPG Stock Holding History

Wealthspire Advisors (New York)’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	$228K	Sell	1,224 -987	-45%	-$188K	﹤0.01%	813
2025 Q4	$409K	Buy	2,211 +874	+65%	+$159K	﹤0.01%	682
2025 Q3	$251K	Buy	1,337 +66	+5%	+$11.4K	﹤0.01%	725
2025 Q2	$204K	Buy	+1,271	New	+$201K	﹤0.01%	790
2022 Q1	–	Sell	-1,385	Closed	-$221K	–	537
2021 Q4	$221K	Buy	+1,385	New	+$211K	﹤0.01%	495
2021 Q2	–	Sell	-5,646	Closed	-$642K	–	617
2021 Q1	$642K	Buy	5,646 +782	+16%	+$81.6K	0.02%	337
2020 Q4	$415K	Buy	4,864 +1,508	+45%	+$115K	0.01%	342
2020 Q3	$217K	Buy	3,356 +173	+5%	+$11.3K	0.01%	283
2020 Q2	$218K	Buy	+3,183	New	+$200K	0.02%	252
2019 Q1	–	Sell	-221	Closed	-$37K	–	679
2018 Q4	$37K	Buy	+221	New	+$39.5K	﹤0.01%	228

Other funds holding SPG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPG Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Simon Property Group (SPG) stake by 45% in Q1 2026, selling an estimated $188K and leaving 1,224 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Wealthspire Advisors (New York) first reported a position in SPG in Q4 2018 and has held it in 10 quarters since. The position peaked at $642K in Q1 2021. 1,304 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Wealthspire Advisors (New York) held 1,224 shares of Simon Property Group worth $228K as of Q1 2026.
Wealthspire Advisors (New York) sold 987 Simon Property Group shares in Q1 2026, an estimated $188K.
Simon Property Group made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #813 holding.
Wealthspire Advisors (New York) first reported a position in Simon Property Group in Q4 2018 and has held it in 10 quarters since.
Wealthspire Advisors (New York)'s Simon Property Group position peaked at $642K in Q1 2021.
1,304 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.