COMPASS FINANCIAL MANAGEMENT LLC’s Simon Property Group SPG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$11K	Buy	+49	New	+$10.1K	﹤0.01%	1034

Other funds holding SPG

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SPG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Simon Property Group (SPG) in Q2 2026: 49 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1034 among its holdings.

1,080 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 49 shares of Simon Property Group worth $11K as of Q2 2026.
Simon Property Group was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Simon Property Group made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1034 holding.
1,080 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.