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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atomi Financial Group's SPG Position: Q1 2026 in Review

Atomi Financial Group increased its Simon Property Group (SPG) stake by 5% in Q1 2026, buying an estimated $48.6K and bringing the position to 5,350 shares worth $998K. The position accounts for 0.03% of the portfolio, ranked #442.

Atomi Financial Group first reported a position in SPG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Atomi Financial Group held 5,350 shares of Simon Property Group worth $998K as of Q1 2026.
  • Atomi Financial Group bought 255 Simon Property Group shares in Q1 2026, an estimated $48.6K.
  • Simon Property Group made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #442 holding.
  • Atomi Financial Group first reported a position in Simon Property Group in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Simon Property Group position peaked at $1.11M in Q1 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.