ClientFirst Wealth Management’s Simon Property Group SPG Stock Holding History

ClientFirst Wealth Management’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	$297K	Hold	1,593	–	–	0.25%	39
2025 Q4	$295K	Hold	1,593	–	–	0.24%	39
2025 Q3	$299K	Hold	1,593	–	–	0.24%	38
2025 Q2	$256K	Hold	1,593	–	–	0.26%	42
2025 Q1	$265K	Hold	1,593	–	–	0.3%	38
2024 Q4	$274K	Buy	+1,593	New	+$280K	0.28%	36
2022 Q2	–	Sell	-1,593	Closed	-$209K	–	31
2022 Q1	$209K	Hold	1,593	–	–	0.19%	28
2021 Q4	$209K	Buy	+1,593	New	+$243K	0.19%	29

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

ClientFirst Wealth Management's SPG Position: Q1 2026 in Review

ClientFirst Wealth Management held its Simon Property Group (SPG) position steady in Q1 2026 at 1,593 shares worth $297K. The position accounts for 0.25% of the portfolio, ranked #39.

ClientFirst Wealth Management first reported a position in SPG in Q4 2021 and has held it in 8 quarters since. The position peaked at $299K in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

ClientFirst Wealth Management held 1,593 shares of Simon Property Group worth $297K as of Q1 2026.
ClientFirst Wealth Management left its Simon Property Group share count unchanged in Q1 2026.
Simon Property Group made up 0.25% of ClientFirst Wealth Management's portfolio in Q1 2026, its #39 holding.
ClientFirst Wealth Management first reported a position in Simon Property Group in Q4 2021 and has held it in 8 quarters since.
ClientFirst Wealth Management's Simon Property Group position peaked at $299K in Q3 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.