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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
Q2 		– Sell
-100
Closed -$18.7K – 333
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 $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 $3.38T AUM 44.17% 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

WFA of San Diego's SPG Position: Q2 2026 in Review

WFA of San Diego sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 100 shares — an estimated $18.7K sold.

WFA of San Diego first reported a position in SPG in Q2 2022 and held it in 10 quarters. The position peaked at $35.6K in Q4 2022. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • WFA of San Diego reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 100 Simon Property Group shares in Q2 2026, an estimated $18.7K.
  • WFA of San Diego first reported a position in Simon Property Group in Q2 2022 and held it in 10 quarters.
  • WFA of San Diego's Simon Property Group position peaked at $35.6K in Q4 2022.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.