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
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

Creative Planning's SPG Position: Q2 2026 in Review

Creative Planning increased its Simon Property Group (SPG) stake by 1.8% in Q2 2026, buying an estimated $448K and bringing the position to 123,826 shares worth $27.7M. The position accounts for 0.02% of the portfolio, ranked #385.

Creative Planning first reported a position in SPG in Q2 2013 and has held it in 52 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Creative Planning held 123,826 shares of Simon Property Group worth $27.7M as of Q2 2026.
  • Creative Planning bought 2,177 Simon Property Group shares in Q2 2026, an estimated $448K.
  • Simon Property Group made up 0.02% of Creative Planning's portfolio in Q2 2026, its #385 holding.
  • Creative Planning first reported a position in Simon Property Group in Q2 2013 and has held it in 52 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.