3 Factor Indexing’s Simon Property Group SPG Stock Holding History

3 Factor Indexing’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	$448	Hold	2	–	–	﹤0.01%	200
2026 Q1	$374	Buy	+2	New	+$381	﹤0.01%	207

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3 Factor Indexing's SPG Position: Q2 2026 in Review

3 Factor Indexing held its Simon Property Group (SPG) position steady in Q2 2026 at 2 shares worth $448. The position accounts for ﹤0.01% of the portfolio, ranked #200.

3 Factor Indexing first reported a position in SPG in Q1 2026 and has held it in 2 quarters since. 1,352 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

3 Factor Indexing held 2 shares of Simon Property Group worth $448 as of Q2 2026.
3 Factor Indexing left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #200 holding.
3 Factor Indexing first reported a position in Simon Property Group in Q1 2026 and has held it in 2 quarters since.
1,352 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.