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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
Q2 		$28.8K Sell
127
-12
-9% -$2.47K ﹤0.01% 562
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Planning Group's SPG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Simon Property Group (SPG) stake by 8.6% in Q2 2026, selling an estimated $2.47K and leaving 127 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Cornerstone Planning Group first reported a position in SPG in Q3 2023 and has held it in 12 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Cornerstone Planning Group held 127 shares of Simon Property Group worth $28.8K as of Q2 2026.
  • Cornerstone Planning Group sold 12 Simon Property Group shares in Q2 2026, an estimated $2.47K.
  • Simon Property Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #562 holding.
  • Cornerstone Planning Group first reported a position in Simon Property Group in Q3 2023 and has held it in 12 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.