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Wedbush Securities’s Simon Property Group SPG Stock Holding History

Wedbush Securities’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 		$1M Sell
4,492
-880
-16% -$181K 0.03% 476
2026
Q1 		$1M Buy
5,372
+55
+1% +$10.5K 0.03% 450
2025
Q4 		$984K Sell
5,317
-6
-0.1% -$1.09K 0.03% 450
2025
Q3 		$999K Buy
5,323
+532
+11% +$91.8K 0.03% 427
2025
Q2 		$770K Buy
4,791
+226
+5% +$35.7K 0.03% 488
2025
Q1 		$758K Buy
4,565
+340
+8% +$59.4K 0.03% 469
2024
Q4 		$728K Sell
4,225
-127
-3% -$22.3K 0.03% 473
2024
Q3 		$736K Sell
4,352
-2,797
-39% -$443K 0.03% 464
2024
Q2 		$1.08M Buy
7,149
+116
+2% +$17.1K 0.04% 354
2024
Q1 		$1.1M Buy
7,033
+1,378
+24% +$202K 0.04% 356
2023
Q4 		$807K Buy
5,655
+227
+4% +$27.4K 0.04% 389
2023
Q3 		$586K Sell
5,428
-215
-4% -$25.2K 0.03% 463
2023
Q2 		$652K Buy
5,643
+58
+1% +$6.32K 0.03% 463
2023
Q1 		$625K Sell
5,585
-190
-3% -$22.7K 0.03% 463
2022
Q4 		$678K Sell
5,775
-536
-8% -$59.6K 0.04% 415
2022
Q3 		$566K Buy
6,311
+1,666
+36% +$170K 0.03% 470
2022
Q2 		$441K Sell
4,645
-415
-8% -$47.6K 0.02% 574
2022
Q1 		$666K Buy
5,060
+231
+5% +$32.9K 0.03% 474
2021
Q4 		$771K Sell
4,829
-160
-3% -$24.4K 0.03% 457
2021
Q3 		$648K Buy
4,989
+713
+17% +$92.8K 0.03% 508
2021
Q2 		$558K Sell
4,276
-2,089
-33% -$260K 0.03% 585
2021
Q1 		$724K Buy
+6,365
New +$664K 0.04% 433
2019
Q4 		– Sell
-1,889
Closed -$294K – 1027
2019
Q3 		$294K Sell
1,889
-215
-10% -$33.4K 0.03% 645
2019
Q2 		$336K Sell
2,104
-156
-7% -$26.9K 0.03% 587
2019
Q1 		$412K Buy
2,260
+177
+8% +$31.5K 0.04% 480
2018
Q4 		$350K Buy
+2,083
New +$372K 0.04% 476

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

Wedbush Securities's SPG Position: Q2 2026 in Review

Wedbush Securities reduced its Simon Property Group (SPG) stake by 16% in Q2 2026, selling an estimated $181K and leaving 4,492 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #476.

Wedbush Securities first reported a position in SPG in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.1M in Q1 2024. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Wedbush Securities held 4,492 shares of Simon Property Group worth $1M as of Q2 2026.
  • Wedbush Securities sold 880 Simon Property Group shares in Q2 2026, an estimated $181K.
  • Simon Property Group made up 0.03% of Wedbush Securities's portfolio in Q2 2026, its #476 holding.
  • Wedbush Securities first reported a position in Simon Property Group in Q4 2018 and has held it in 26 quarters since.
  • Wedbush Securities's Simon Property Group position peaked at $1.1M in Q1 2024.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.