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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CFM Wealth Partners's SPG Position: Q1 2026 in Review

CFM Wealth Partners reduced its Simon Property Group (SPG) stake by 2.2% in Q1 2026, selling an estimated $17.2K and leaving 4,060 shares worth $757K. The position accounts for 0.11% of the portfolio, ranked #83.

CFM Wealth Partners first reported a position in SPG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q2 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

CFM Wealth Partners held 4,060 shares of Simon Property Group worth $757K as of Q1 2026.
CFM Wealth Partners sold 90 Simon Property Group shares in Q1 2026, an estimated $17.2K.
Simon Property Group made up 0.11% of CFM Wealth Partners's portfolio in Q1 2026, its #83 holding.
CFM Wealth Partners first reported a position in Simon Property Group in Q1 2024 and has held it in 9 quarters since.
CFM Wealth Partners's Simon Property Group position peaked at $1.4M in Q2 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.