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Atomi Financial Group’s Simon Property Group SPG Stock Holding History

Atomi Financial Group’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 		$1.37M Buy
6,118
+768
+14% +$158K 0.04% 370
2026
Q1 		$998K Buy
5,350
+255
+5% +$48.6K 0.03% 442
2025
Q4 		$943K Buy
5,095
+490
+11% +$89K 0.03% 435
2025
Q3 		$864K Sell
4,605
-911
-17% -$157K 0.03% 431
2025
Q2 		$887K Sell
5,516
-1,151
-17% -$182K 0.03% 380
2025
Q1 		$1.11M Buy
6,667
+565
+9% +$98.8K 0.05% 281
2024
Q4 		$1.05M Buy
6,102
+373
+7% +$65.5K 0.05% 257
2024
Q3 		$968K Buy
5,729
+752
+15% +$119K 0.06% 252
2024
Q2 		$755K Buy
4,977
+781
+19% +$115K 0.06% 269
2024
Q1 		$657K Buy
4,196
+1,502
+56% +$220K 0.06% 261
2023
Q4 		$384K Buy
+2,694
New +$326K 0.05% 336

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

Atomi Financial Group's SPG Position: Q2 2026 in Review

Atomi Financial Group increased its Simon Property Group (SPG) stake by 14% in Q2 2026, buying an estimated $158K and bringing the position to 6,118 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #370.

Atomi Financial Group first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Atomi Financial Group held 6,118 shares of Simon Property Group worth $1.37M as of Q2 2026.
  • Atomi Financial Group bought 768 Simon Property Group shares in Q2 2026, an estimated $158K.
  • Simon Property Group made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #370 holding.
  • Atomi Financial Group first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.