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Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

SPG holding history

Simon Property Group Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
5,670
Value
$1.27M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SPG by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,670$1.27M<0.1%+1,640+40.7%AddedHolders
Q1 20264,030$751.7K<0.1%+473+13.3%AddedHolders
Q4 20253,557$658.4K<0.1%+858+31.8%AddedHolders
Q3 20252,699$506.5K<0.1%+123+4.8%AddedHolders
Q2 20252,576$414.0K<0.1%+1,180+84.5%AddedHolders
Q1 20251,396$231.8K<0.1%+1+0.1%AddedHolders
Q4 20241,395$240.3K<0.1%+130+10.3%AddedHolders
Q3 20241,265$213.7K<0.1%+1,265NewHolders
Q2 20240$00.0%−1,303−100.0%Sold outHolders
Q1 20241,303$203.8K<0.1%−32,194−96.1%ReducedHolders
Q4 202333,497$4.76M<0.1%+15,083+81.9%AddedHolders
Q3 202318,414$1.99M<0.1%−1,174−6.0%ReducedHolders
Q2 202319,588$2.26M<0.1%+4,621+30.9%AddedHolders
Q1 202314,967$1.68M<0.1%−3,865−20.5%ReducedHolders
Q4 202218,832$2.21M<0.1%−1,597−7.8%ReducedHolders
Q3 202220,429$1.83M<0.1%−704−3.3%ReducedHolders
Q2 202221,133$2.01M<0.1%−127−0.6%ReducedHolders
Q1 202221,260$2.80M<0.1%−6,803−24.2%ReducedHolders
Q4 202128,063$4.48M<0.1%−6,995−20.0%ReducedHolders
Q3 202135,058$4.56M<0.1%−6,041−14.7%ReducedHolders
Q2 202141,099$5.36M<0.1%−10,611−20.5%ReducedHolders
Q1 202151,710$5.88M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.