Superior Planning, LLC’s Simon Property Group SPG Stock Holding History

Superior Planning, LLC’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 Q3	$28.5K	Buy	+142	New	+$30.9K	0.01%	561

Other funds holding SPG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Superior Planning, LLC's SPG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Simon Property Group (SPG) in Q3 2026: 142 shares worth $28.5K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings.

1,000 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Superior Planning, LLC held 142 shares of Simon Property Group worth $28.5K as of Q3 2026.
Simon Property Group was a new Superior Planning, LLC position in Q3 2026.
Simon Property Group made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #561 holding.
1,000 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.