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Embree Financial Group’s Simon Property Group SPG Stock Holding History

Embree Financial 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 		$397K Buy
1,774
+54
+3% +$11.1K 0.04% 189
2026
Q1 		$321K Sell
1,720
-694
-29% -$132K 0.04% 199
2025
Q4 		$447K Buy
2,414
+56
+2% +$10.2K 0.05% 158
2025
Q3 		$443K Buy
2,358
+36
+2% +$6.21K 0.06% 151
2025
Q2 		$373K Sell
2,322
-5
-0.2% -$790 0.06% 149
2025
Q1 		$386K Buy
2,327
+28
+1% +$4.89K 0.06% 141
2024
Q4 		$396K Sell
2,299
-216
-9% -$37.9K 0.07% 134
2024
Q3 		$425K Buy
2,515
+30
+1% +$4.75K 0.08% 125
2024
Q2 		$377K Sell
2,485
-629
-20% -$92.7K 0.07% 129
2024
Q1 		$487K Buy
3,114
+141
+5% +$20.7K 0.1% 121
2023
Q4 		$424K Buy
+2,973
New +$359K 0.09% 122

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

Embree Financial Group's SPG Position: Q2 2026 in Review

Embree Financial Group increased its Simon Property Group (SPG) stake by 3.1% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,774 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #189.

Embree Financial Group first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. The position peaked at $487K in Q1 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Embree Financial Group held 1,774 shares of Simon Property Group worth $397K as of Q2 2026.
  • Embree Financial Group bought 54 Simon Property Group shares in Q2 2026, an estimated $11.1K.
  • Simon Property Group made up 0.04% of Embree Financial Group's portfolio in Q2 2026, its #189 holding.
  • Embree Financial Group first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • Embree Financial Group's Simon Property Group position peaked at $487K in Q1 2024.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.