Creative Planning’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.7M | Sell |
121,649
-4,921
| -4% | -$938K | 0.02% | 391 |
|
|
2025
Q4 | $23.4M | Buy |
126,570
+3,278
| +3% | +$596K | 0.02% | 327 |
|
|
2025
Q3 | $23.1M | Buy |
123,292
+25,642
| +26% | +$4.43M | 0.02% | 326 |
|
|
2025
Q2 | $15.7M | Buy |
97,650
+10,058
| +11% | +$1.59M | 0.01% | 391 |
|
|
2025
Q1 | $14.5M | Buy |
87,592
+2,019
| +2% | +$353K | 0.01% | 389 |
|
|
2024
Q4 | $14.7M | Buy |
85,573
+5,895
| +7% | +$1.03M | 0.01% | 354 |
|
|
2024
Q3 | $13.5M | Buy |
79,678
+3,696
| +5% | +$585K | 0.01% | 359 |
|
|
2024
Q2 | $11.5M | Buy |
75,982
+1,854
| +3% | +$273K | 0.01% | 378 |
|
|
2024
Q1 | $11.6M | Buy |
74,128
+2,659
| +4% | +$390K | 0.01% | 372 |
|
|
2023
Q4 | $10.2M | Sell |
71,469
-348
| -0.5% | -$42.1K | 0.02% | 373 |
|
|
2023
Q3 | $7.76M | Buy |
71,817
+282
| +0.4% | +$33K | 0.01% | 417 |
|
|
2023
Q2 | $8.26M | Buy |
71,535
+1,945
| +3% | +$212K | 0.01% | 391 |
|
|
2023
Q1 | $7.79M | Sell |
69,590
-370
| -0.5% | -$44.2K | 0.01% | 392 |
|
|
2022
Q4 | $8.22M | Sell |
69,960
-178
| -0.3% | -$19.8K | 0.01% | 378 |
|
|
2022
Q3 | $6.29M | Sell |
70,138
-88,868
| -56% | -$9.09M | 0.01% | 394 |
|
|
2022
Q2 | $15.1M | Buy |
159,006
+6,007
| +4% | +$688K | 0.02% | 237 |
|
|
2022
Q1 | $20.1M | Buy |
152,999
+83,244
| +119% | +$11.9M | 0.03% | 201 |
|
|
2021
Q4 | $11.1M | Sell |
69,755
-772
| -1% | -$118K | 0.02% | 266 |
|
|
2021
Q3 | $9.17M | Buy |
70,527
+2,818
| +4% | +$367K | 0.02% | 281 |
|
|
2021
Q2 | $8.84M | Sell |
67,709
-41,094
| -38% | -$5.11M | 0.02% | 287 |
|
|
2021
Q1 | $12.4M | Sell |
108,803
-11,763
| -10% | -$1.23M | 0.02% | 234 |
|
|
2020
Q4 | $10.3M | Buy |
120,566
+31,525
| +35% | +$2.41M | 0.02% | 250 |
|
|
2020
Q3 | $5.76M | Buy |
89,041
+12,722
| +17% | +$834K | 0.02% | 293 |
|
|
2020
Q2 | $5.22M | Buy |
76,319
+29,961
| +65% | +$1.88M | 0.02% | 282 |
|
|
2020
Q1 | $2.54M | Sell |
46,358
-173
| -0.4% | -$20.7K | 0.01% | 367 |
|
|
2019
Q4 | $6.93M | Buy |
46,531
+46
| +0.1% | +$6.9K | 0.02% | 248 |
|
|
2019
Q3 | $7.24M | Sell |
46,485
-98
| -0.2% | -$15.2K | 0.02% | 234 |
|
|
2019
Q2 | $7.44M | Buy |
46,583
+79
| +0.2% | +$13.6K | 0.03% | 225 |
|
|
2019
Q1 | $8.47M | Buy |
46,504
+450
| +1% | +$80K | 0.03% | 191 |
|
|
2018
Q4 | $7.74M | Buy |
46,054
+1,330
| +3% | +$238K | 0.03% | 180 |
|
|
2018
Q3 | $7.91M | Sell |
44,724
-248
| -0.6% | -$43.9K | 0.03% | 196 |
|
|
2018
Q2 | $7.65M | Sell |
44,972
-3,874
| -8% | -$616K | 0.03% | 186 |
|
|
2018
Q1 | $7.54M | Buy |
48,846
+43,462
| +807% | +$6.91M | 0.03% | 181 |
|
|
2017
Q4 | $925K | Sell |
5,384
-280
| -5% | -$45.5K | ﹤0.01% | 781 |
|
|
2017
Q3 | $912K | Sell |
5,664
-135
| -2% | -$21.6K | ﹤0.01% | 763 |
|
|
2017
Q2 | $938K | Sell |
5,799
-502
| -8% | -$81.7K | ﹤0.01% | 723 |
|
|
2017
Q1 | $1.08M | Sell |
6,301
-39
| -0.6% | -$6.97K | 0.01% | 635 |
|
|
2016
Q4 | $1.13M | Sell |
6,340
-313
| -5% | -$58.1K | 0.01% | 583 |
|
|
2016
Q3 | $1.38M | Sell |
6,653
-3,806
| -36% | -$825K | 0.01% | 482 |
|
|
2016
Q2 | $2.27M | Buy |
10,459
+5,490
| +110% | +$1.12M | 0.02% | 309 |
|
|
2016
Q1 | $1.03M | Sell |
4,969
-1,248
| -20% | -$240K | 0.01% | 495 |
|
|
2015
Q4 | $1.21M | Sell |
6,217
-1,050
| -14% | -$203K | 0.01% | 450 |
|
|
2015
Q3 | $1.33M | Buy |
+7,267
| New | +$1.33M | 0.01% | 399 |
|
|
2015
Q2 | – | Sell |
-6,019
| Closed | -$1.18M | – | 2738 |
|
|
2015
Q1 | $1.18M | Buy |
6,019
+625
| +12% | +$121K | 0.01% | 410 |
|
|
2014
Q4 | $982K | Sell |
5,394
-576
| -10% | -$102K | 0.01% | 452 |
|
|
2014
Q3 | $982K | Buy |
5,970
+1,935
| +48% | +$326K | 0.01% | 410 |
|
|
2014
Q2 | $671K | Sell |
4,035
-294
| -7% | -$48K | 0.01% | 529 |
|
|
2014
Q1 | $668K | Sell |
4,329
-228
| -5% | -$34K | 0.01% | 513 |
|
|
2013
Q4 | $652K | Sell |
4,557
-44
| -1% | -$6.34K | 0.01% | 443 |
|
|
2013
Q3 | $642K | Buy |
4,601
+282
| +7% | +$40.9K | 0.01% | 367 |
|
|
2013
Q2 | $642K | Buy |
+4,319
| New | +$693K | 0.01% | 342 |
|
Other funds holding SPG
VPM
VCM
Creative Planning's SPG Position: Q1 2026 in Review
Creative Planning reduced its Simon Property Group (SPG) stake by 3.9% in Q1 2026, selling an estimated $938K and leaving 121,649 shares worth $22.7M. The position accounts for 0.02% of the portfolio, ranked #391.
Creative Planning first reported a position in SPG in Q2 2013 and has held it in 51 quarters since. The position peaked at $23.4M in Q4 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.
- Creative Planning held 121,649 shares of Simon Property Group worth $22.7M as of Q1 2026.
- Creative Planning sold 4,921 Simon Property Group shares in Q1 2026, an estimated $938K.
- Simon Property Group made up 0.02% of Creative Planning's portfolio in Q1 2026, its #391 holding.
- Creative Planning first reported a position in Simon Property Group in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's Simon Property Group position peaked at $23.4M in Q4 2025.
- 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.