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Ausdal Financial Partners’s Simon Property Group SPG Stock Holding History

Ausdal Financial Partners’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 		$242K Buy
1,296
+7
+0.5% +$1.33K 0.01% 865
2025
Q4 		$239K Sell
1,289
-800
-38% -$145K 0.01% 830
2025
Q3 		$392K Sell
2,089
-3,577
-63% -$618K 0.02% 634
2025
Q2 		$911K Buy
5,666
+189
+3% +$29.9K 0.06% 283
2025
Q1 		$910K Buy
5,477
+311
+6% +$54.4K 0.07% 260
2024
Q4 		$890K Sell
5,166
-246
-5% -$43.2K 0.08% 226
2024
Q3 		$915K Sell
5,412
-301
-5% -$47.7K 0.1% 212
2024
Q2 		$867K Buy
5,713
+12
+0.2% +$1.77K 0.09% 199
2024
Q1 		$892K Sell
5,701
-200
-3% -$29.3K 0.1% 185
2023
Q4 		$842K Sell
5,901
-445
-7% -$53.8K 0.1% 179
2023
Q3 		$686K Sell
6,346
-227
-3% -$26.6K 0.09% 195
2023
Q2 		$759K Sell
6,573
-115
-2% -$12.5K 0.1% 189
2023
Q1 		$749K Sell
6,688
-138
-2% -$16.5K 0.1% 197
2022
Q4 		$802K Sell
6,826
-615
-8% -$68.4K 0.12% 179
2022
Q3 		$668K Buy
7,441
+1,228
+20% +$126K 0.11% 202
2022
Q2 		$590K Buy
6,213
+86
+1% +$9.86K 0.09% 234
2022
Q1 		$806K Buy
6,127
+23
+0.4% +$3.28K 0.11% 203
2021
Q4 		$975K Sell
6,104
-229
-4% -$35K 0.13% 186
2021
Q3 		$823K Sell
6,333
-29
-0.5% -$3.77K 0.12% 197
2021
Q2 		$830K Sell
6,362
-608
-9% -$75.6K 0.13% 192
2021
Q1 		$793K Sell
6,970
-3,166
-31% -$330K 0.13% 181
2020
Q4 		$864K Buy
+10,136
New +$774K 0.17% 153
2017
Q4 		– Sell
-1,265
Closed -$204K – 369
2017
Q3 		$204K Buy
+1,265
New +$202K 0.08% 303
2017
Q2 		– Sell
-1,265
Closed -$218K – 328
2017
Q1 		$218K Hold
1,265
– – 0.1% 249
2016
Q4 		$225K Hold
1,265
– – 0.11% 219
2016
Q3 		$262K Hold
1,265
– – 0.13% 189
2016
Q2 		$274K Hold
1,265
– – 0.14% 176
2016
Q1 		$263K Hold
1,265
– – 0.15% 173
2015
Q4 		$246K Buy
+1,265
New +$245K 0.12% 183

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

Ausdal Financial Partners's SPG Position: Q1 2026 in Review

Ausdal Financial Partners increased its Simon Property Group (SPG) stake by 0.54% in Q1 2026, buying an estimated $1.33K and bringing the position to 1,296 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #865.

Ausdal Financial Partners first reported a position in SPG in Q4 2015 and has held it in 29 quarters since. The position peaked at $975K in Q4 2021. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Ausdal Financial Partners held 1,296 shares of Simon Property Group worth $242K as of Q1 2026.
  • Ausdal Financial Partners bought 7 Simon Property Group shares in Q1 2026, an estimated $1.33K.
  • Simon Property Group made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #865 holding.
  • Ausdal Financial Partners first reported a position in Simon Property Group in Q4 2015 and has held it in 29 quarters since.
  • Ausdal Financial Partners's Simon Property Group position peaked at $975K in Q4 2021.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.