WA
SPG icon

Whipplewood Advisors’s Simon Property Group SPG Stock Holding History

Whipplewood Advisors’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
-66
Closed -$12.3K – 976
2026
Q1 		$12.3K Buy
+66
New +$12.6K 0.01% 456
2025
Q3 		– Sell
-76
Closed -$12.2K – 1031
2025
Q2 		$12.2K Sell
76
-392
-84% -$61.9K 0.01% 533
2025
Q1 		$12.1K Buy
468
+395
+541% +$69K 0.01% 529
2024
Q4 		$12.6K Buy
+73
New +$12.8K 0.01% 525

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

Whipplewood Advisors's SPG Position: Q2 2026 in Review

Whipplewood Advisors sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 66 shares — an estimated $12.3K sold.

Whipplewood Advisors first reported a position in SPG in Q4 2024 and held it in 4 quarters. The position peaked at $12.6K in Q4 2024. 1,352 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Whipplewood Advisors reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 66 Simon Property Group shares in Q2 2026, an estimated $12.3K.
  • Whipplewood Advisors first reported a position in Simon Property Group in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Simon Property Group position peaked at $12.6K in Q4 2024.
  • 1,352 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.