Creative Planning
SPG icon

Creative Planning’s Simon Property Group SPG Stock Holding History

Creative Planning’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
2020
Q4 		– Sell
-400
Closed -$1K – 2451
2020
Q3 		$1K Sell
400
-800
-67% -$52.5K ﹤0.01% 2126
2020
Q2 		$1K Buy
+1,200
New +$75.3K ﹤0.01% 1999

Other funds holding SPG

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return

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.