Center for Financial Planning’s Simon Property Group SPG Stock Holding History

Center for Financial Planning’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	$17K	Hold	76	–	–	﹤0.01%	443
2026 Q1	$14.2K	Hold	76	–	–	﹤0.01%	452
2025 Q4	$14.1K	Hold	76	–	–	﹤0.01%	451
2025 Q3	$14.3K	Hold	76	–	–	﹤0.01%	461
2025 Q2	$12.2K	Hold	76	–	–	﹤0.01%	447
2025 Q1	$12.6K	Hold	76	–	–	﹤0.01%	448
2024 Q4	$13.1K	Hold	76	–	–	﹤0.01%	389
2024 Q3	$12.8K	Sell	76 -11	-13%	-$1.74K	﹤0.01%	377
2024 Q2	$13.2K	Hold	87	–	–	﹤0.01%	364
2024 Q1	$13.6K	Buy	87 +11	+14%	+$1.61K	﹤0.01%	369
2023 Q4	$10.8K	Hold	76	–	–	﹤0.01%	361
2023 Q3	$8.21K	Hold	76	–	–	﹤0.01%	377
2023 Q2	$8.78K	Hold	76	–	–	﹤0.01%	395
2023 Q1	$8.51K	Hold	76	–	–	﹤0.01%	373
2022 Q4	$8.93K	Hold	76	–	–	﹤0.01%	367
2022 Q3	$7K	Hold	76	–	–	﹤0.01%	395
2022 Q2	$7K	Hold	76	–	–	﹤0.01%	401
2022 Q1	$10K	Hold	76	–	–	﹤0.01%	372
2021 Q4	$12K	Hold	76	–	–	﹤0.01%	359
2021 Q3	$10K	Hold	76	–	–	﹤0.01%	367
2021 Q2	$10K	Hold	76	–	–	﹤0.01%	367
2021 Q1	$9K	Hold	76	–	–	﹤0.01%	399
2020 Q4	$6K	Hold	76	–	–	﹤0.01%	389
2020 Q3	$5K	Hold	76	–	–	﹤0.01%	364
2020 Q2	$5K	Hold	76	–	–	﹤0.01%	366
2020 Q1	$4K	Sell	76 -41	-35%	-$4.9K	﹤0.01%	441
2019 Q4	$17K	Buy	+117	New	+$17.5K	﹤0.01%	274

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Center for Financial Planning's SPG Position: Q2 2026 in Review

Center for Financial Planning held its Simon Property Group (SPG) position steady in Q2 2026 at 76 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Center for Financial Planning first reported a position in SPG in Q4 2019 and has held it in 27 quarters since. The position peaked at $17K in Q4 2019. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Center for Financial Planning held 76 shares of Simon Property Group worth $17K as of Q2 2026.
Center for Financial Planning left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #443 holding.
Center for Financial Planning first reported a position in Simon Property Group in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Simon Property Group position peaked at $17K in Q4 2019.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.