Compass Financial Management’s Simon Property Group SPG Stock Holding History

Compass Financial 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	$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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Compass Financial Management's SPG Position: Q2 2026 in Review

Compass Financial Management 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.

1,293 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Compass Financial Management held 49 shares of Simon Property Group worth $11K as of Q2 2026.
Simon Property Group was a new Compass Financial Management position in Q2 2026.
Simon Property Group made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1034 holding.
1,293 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.