BFG
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
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

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 $3.38T AUM 44.17% 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

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

Birch Financial Group held its Simon Property Group (SPG) position steady in Q2 2026 at 2,047 shares worth $458K. The position accounts for 0.24% of the portfolio, ranked #75.

Birch Financial Group first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Birch Financial Group held 2,047 shares of Simon Property Group worth $458K as of Q2 2026.
  • Birch Financial Group left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.24% of Birch Financial Group's portfolio in Q2 2026, its #75 holding.
  • Birch Financial Group first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.