Action Point Financial Planning’s Simon Property Group SPG Stock Holding History

Action Point Financial Planning’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	$34.4K	Buy	+156	New	+$32.1K	﹤0.01%	943

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

Action Point Financial Planning's SPG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Simon Property Group (SPG) in Q2 2026: 156 shares worth $34.4K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings.

1,352 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Action Point Financial Planning held 156 shares of Simon Property Group worth $34.4K as of Q2 2026.
Simon Property Group was a new Action Point Financial Planning position in Q2 2026.
Simon Property Group made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #943 holding.
1,352 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.