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WealthTrust Axiom’s Simon Property Group SPG Stock Holding History

WealthTrust Axiom’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 		$716K Hold
3,200
– – 0.16% 125
2026
Q1 		$597K Hold
3,200
– – 0.15% 132
2025
Q4 		$592K Hold
3,200
– – 0.15% 132
2025
Q3 		$601K Hold
3,200
– – 0.16% 127
2025
Q2 		$514K Buy
3,200
+400
+14% +$63.2K 0.15% 127
2025
Q1 		$465K Buy
2,800
+800
+40% +$140K 0.14% 135
2024
Q4 		$344K Hold
2,000
– – 0.1% 174
2024
Q3 		$338K Buy
+2,000
New +$317K 0.1% 178

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthTrust Axiom's SPG Position: Q2 2026 in Review

WealthTrust Axiom held its Simon Property Group (SPG) position steady in Q2 2026 at 3,200 shares worth $716K. The position accounts for 0.16% of the portfolio, ranked #125.

WealthTrust Axiom first reported a position in SPG in Q3 2024 and has held it in 8 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • WealthTrust Axiom held 3,200 shares of Simon Property Group worth $716K as of Q2 2026.
  • WealthTrust Axiom left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.16% of WealthTrust Axiom's portfolio in Q2 2026, its #125 holding.
  • WealthTrust Axiom first reported a position in Simon Property Group in Q3 2024 and has held it in 8 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.