CFM Wealth Partners’s Simon Property Group SPG Stock Holding History

CFM Wealth 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 Q2	$910K	Buy	4,069 +9	+0.2%	+$1.85K	0.12%	83
2026 Q1	$757K	Sell	4,060 -90	-2%	-$17.2K	0.11%	83
2025 Q4	$768K	Sell	4,150 -480	-10%	-$87.2K	0.11%	83
2025 Q3	$869K	Sell	4,630 -4,084	-47%	-$705K	0.13%	81
2025 Q2	$1.4M	Buy	8,714 +880	+11%	+$139K	0.22%	67
2025 Q1	$1.3M	Buy	7,834 +549	+8%	+$96K	0.23%	68
2024 Q4	$1.25M	Buy	7,285 +984	+16%	+$173K	0.21%	69
2024 Q3	$1.07M	Buy	6,301 +1,798	+40%	+$285K	0.19%	77
2024 Q2	$684K	Buy	4,503 +700	+18%	+$103K	0.13%	90
2024 Q1	$595K	Buy	+3,803	New	+$558K	0.12%	100

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 $3.37T AUM 44.26% 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

CFM Wealth Partners's SPG Position: Q2 2026 in Review

CFM Wealth Partners increased its Simon Property Group (SPG) stake by 0.22% in Q2 2026, buying an estimated $1.85K and bringing the position to 4,069 shares worth $910K. The position accounts for 0.12% of the portfolio, ranked #83.

CFM Wealth Partners first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.4M in Q2 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

CFM Wealth Partners held 4,069 shares of Simon Property Group worth $910K as of Q2 2026.
CFM Wealth Partners bought 9 Simon Property Group shares in Q2 2026, an estimated $1.85K.
Simon Property Group made up 0.12% of CFM Wealth Partners's portfolio in Q2 2026, its #83 holding.
CFM Wealth Partners first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
CFM Wealth Partners's Simon Property Group position peaked at $1.4M in Q2 2025.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.