Chancellor Financial Group WB’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$291K Buy
1,300
+102
+9% +$21K 0.18% 113
2026
Q1
$223K Sell
1,198
-12
-1% -$2.29K 0.16% 123
2025
Q4
$224K Buy
1,210
+25
+2% +$4.54K 0.15% 122
2025
Q3
$222K Buy
+1,185
New +$205K 0.16% 120
2025
Q1
Sell
-1,235
Closed -$213K 137
2024
Q4
$213K Buy
+1,235
New +$217K 0.17% 117

Other funds holding SPG

Chancellor Financial Group WB's SPG Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Simon Property Group (SPG) stake by 8.5% in Q2 2026, buying an estimated $21K and bringing the position to 1,300 shares worth $291K. The position accounts for 0.18% of the portfolio, ranked #113.

Chancellor Financial Group WB first reported a position in SPG in Q4 2024 and has held it in 5 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Chancellor Financial Group WB held 1,300 shares of Simon Property Group worth $291K as of Q2 2026.
  • Chancellor Financial Group WB bought 102 Simon Property Group shares in Q2 2026, an estimated $21K.
  • Simon Property Group made up 0.18% of Chancellor Financial Group WB's portfolio in Q2 2026, its #113 holding.
  • Chancellor Financial Group WB first reported a position in Simon Property Group in Q4 2024 and has held it in 5 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.