Cascade Financial Partners’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
Other funds holding SPG
Cascade Financial Partners's SPG Position: Q2 2026 in Review
Cascade Financial Partners increased its Simon Property Group (SPG) stake by 22% in Q2 2026, buying an estimated $371K and bringing the position to 10,079 shares worth $2.25M. The position accounts for 0.2% of the portfolio, ranked #78.
Cascade Financial Partners first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Cascade Financial Partners held 10,079 shares of Simon Property Group worth $2.25M as of Q2 2026.
- Cascade Financial Partners bought 1,802 Simon Property Group shares in Q2 2026, an estimated $371K.
- Simon Property Group made up 0.2% of Cascade Financial Partners's portfolio in Q2 2026, its #78 holding.
- Cascade Financial Partners first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
- 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.