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Asset Planning Inc’s Simon Property Group SPG Stock Holding History

Asset Planning Inc’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 		$567K Hold
2,535
– – 0.37% 44
2026
Q1 		$473K Hold
2,535
– – 0.34% 47
2025
Q4 		$469K Hold
2,535
– – 0.33% 46
2025
Q3 		$476K Hold
2,535
– – 0.34% 47
2025
Q2 		$408K Hold
2,535
– – 0.31% 51
2025
Q1 		$421K Hold
2,535
– – 0.33% 49
2024
Q4 		$437K Buy
+2,535
New +$445K 0.33% 49

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

Asset Planning Inc's SPG Position: Q2 2026 in Review

Asset Planning Inc held its Simon Property Group (SPG) position steady in Q2 2026 at 2,535 shares worth $567K. The position accounts for 0.37% of the portfolio, ranked #44.

Asset Planning Inc first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Asset Planning Inc held 2,535 shares of Simon Property Group worth $567K as of Q2 2026.
  • Asset Planning Inc left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.37% of Asset Planning Inc's portfolio in Q2 2026, its #44 holding.
  • Asset Planning Inc first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.