Birch Financial Group
SPG icon

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

Birch 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
Q3 		$411K Hold
2,047
– – 0.19% 77
2026
Q2 		$458K Hold
2,047
– – 0.24% 75
2026
Q1 		$382K Buy
2,047
+5
+0.2% +$954 0.22% 87
2025
Q4 		$378K Buy
2,042
+1
+0% +$182 0.22% 86
2025
Q3 		$383K Buy
+2,041
New +$352K 0.23% 78

Other funds holding SPG

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Dimensional Fund Advisors
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Birch Financial Group's SPG Position: Q3 2026 in Review

Birch Financial Group held its Simon Property Group (SPG) position steady in Q3 2026 at 2,047 shares worth $411K. The position accounts for 0.19% of the portfolio, ranked #77.

Birch Financial Group first reported a position in SPG in Q3 2025 and has held it in 5 quarters since. The position peaked at $458K in Q2 2026. 726 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Birch Financial Group held 2,047 shares of Simon Property Group worth $411K as of Q3 2026.
  • Birch Financial Group left its Simon Property Group share count unchanged in Q3 2026.
  • Simon Property Group made up 0.19% of Birch Financial Group's portfolio in Q3 2026, its #77 holding.
  • Birch Financial Group first reported a position in Simon Property Group in Q3 2025 and has held it in 5 quarters since.
  • Birch Financial Group's Simon Property Group position peaked at $458K in Q2 2026.
  • 726 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.