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 Q2	$356K	Hold	1,593	–	–	0.29%	33
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 $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

ClientFirst Wealth Management's SPG Position: Q2 2026 in Review

ClientFirst Wealth Management held its Simon Property Group (SPG) position steady in Q2 2026 at 1,593 shares worth $356K. The position accounts for 0.29% of the portfolio, ranked #33.

ClientFirst Wealth Management first reported a position in SPG in Q4 2021 and has held it in 9 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

ClientFirst Wealth Management held 1,593 shares of Simon Property Group worth $356K as of Q2 2026.
ClientFirst Wealth Management left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.29% of ClientFirst Wealth Management's portfolio in Q2 2026, its #33 holding.
ClientFirst Wealth Management first reported a position in Simon Property Group in Q4 2021 and has held it in 9 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on ClientFirst Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.