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WFA of San Diego’s Simon Property Group SPG Stock Holding History

WFA of San Diego’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 		$18.7K Hold
100
– – 0.02% 256
2025
Q4 		$18.5K Hold
100
– – 0.01% 268
2025
Q3 		$18.8K Sell
100
-18
-15% -$3.11K 0.01% 281
2025
Q2 		$19K Buy
+118
New +$18.6K 0.01% 278
2024
Q3 		$19.9K Hold
118
– – 0.02% 242
2024
Q2 		$17.9K Buy
+118
New +$17.4K 0.02% 253
2023
Q3 		$16.5K Hold
153
– – 0.02% 248
2023
Q2 		$17.7K Buy
+153
New +$16.7K 0.02% 242
2023
Q1 		– Sell
-303
Closed -$35.6K – 372
2022
Q4 		$35.6K Buy
+303
New +$33.7K 0.03% 224
2022
Q3 		– Sell
-74
Closed -$7K – 349
2022
Q2 		$7K Buy
+74
New +$8.48K 0.01% 306

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WFA of San Diego's SPG Position: Q1 2026 in Review

WFA of San Diego held its Simon Property Group (SPG) position steady in Q1 2026 at 100 shares worth $18.7K. The position accounts for 0.02% of the portfolio, ranked #256.

WFA of San Diego first reported a position in SPG in Q2 2022 and has held it in 10 quarters since. The position peaked at $35.6K in Q4 2022. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • WFA of San Diego held 100 shares of Simon Property Group worth $18.7K as of Q1 2026.
  • WFA of San Diego left its Simon Property Group share count unchanged in Q1 2026.
  • Simon Property Group made up 0.02% of WFA of San Diego's portfolio in Q1 2026, its #256 holding.
  • WFA of San Diego first reported a position in Simon Property Group in Q2 2022 and has held it in 10 quarters since.
  • WFA of San Diego's Simon Property Group position peaked at $35.6K in Q4 2022.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.