CPG
SPG icon

Cornerstone Planning Group’s Simon Property Group SPG Stock Holding History

Cornerstone Planning Group’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 		$28.1K Buy
139
+16
+13% +$3.05K ﹤0.01% 563
2025
Q4 		$22.6K Buy
123
+88
+251% +$16K ﹤0.01% 555
2025
Q3 		$954 Sell
35
-17
-33% -$2.94K ﹤0.01% 1321
2025
Q2 		$8.8K Buy
52
+18
+53% +$2.84K ﹤0.01% 588
2025
Q1 		$5.21K Buy
34
+16
+89% +$2.8K ﹤0.01% 720
2024
Q4 		$3.18K Buy
18
+2
+13% +$351 ﹤0.01% 677
2024
Q3 		$2.75K Buy
16
+3
+23% +$475 ﹤0.01% 697
2024
Q2 		$1.93K Buy
13
+9
+225% +$1.33K ﹤0.01% 782
2024
Q1 		$572 Hold
4
– – ﹤0.01% 897
2023
Q4 		$571 Hold
4
– – ﹤0.01% 764
2023
Q3 		$432 Buy
+4
New +$468 ﹤0.01% 911

Other funds holding SPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return