EFS
SPG icon

Essex Financial Services’s Simon Property Group SPG Stock Holding History

Essex Financial Services’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 		$228K Buy
+1,022
New +$210K 0.01% 749
2017
Q3 		– Sell
-2,624
Closed -$424K – 335
2017
Q2 		$424K Sell
2,624
-902
-26% -$147K 0.09% 217
2017
Q1 		$607K Sell
3,526
-200
-5% -$35.7K 0.14% 158
2016
Q4 		$662K Buy
3,726
+60
+2% +$11.1K 0.14% 148
2016
Q3 		$759K Sell
3,666
-105
-3% -$22.8K 0.18% 127
2016
Q2 		$818K Buy
3,771
+170
+5% +$34.7K 0.2% 119
2016
Q1 		$748K Sell
3,601
-205
-5% -$39.4K 0.19% 123
2015
Q4 		$740K Hold
3,806
– – 0.18% 130
2015
Q3 		$699K Buy
3,806
+95
+3% +$17.4K 0.18% 130
2015
Q2 		$642K Hold
3,711
– – 0.17% 145
2015
Q1 		$726K Hold
3,711
– – 0.19% 135
2014
Q4 		$676K Sell
3,711
-80
-2% -$14.2K 0.18% 139
2014
Q3 		$623K Hold
3,791
– – 0.19% 136
2014
Q2 		$630K Sell
3,791
-239
-6% -$39K 0.19% 128
2014
Q1 		$622K Sell
4,030
-159
-4% -$23.7K 0.2% 117
2013
Q4 		$600K Sell
4,189
-846
-17% -$122K 0.2% 118
2013
Q3 		$702K Buy
5,035
+478
+10% +$69.4K 0.22% 96
2013
Q2 		$677K Buy
+4,557
New +$731K 0.24% 101

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 $3.38T AUM 44.17% 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

Essex Financial Services's SPG Position: Q2 2026 in Review

Essex Financial Services opened a new position in Simon Property Group (SPG) in Q2 2026: 1,022 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in SPG as recently as Q2 2017.

Essex Financial Services first reported a position in SPG in Q2 2013 and has held it in 18 quarters since. The position peaked at $818K in Q2 2016. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Essex Financial Services held 1,022 shares of Simon Property Group worth $228K as of Q2 2026.
  • Simon Property Group was a new Essex Financial Services position in Q2 2026.
  • Simon Property Group made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #749 holding.
  • Essex Financial Services first reported a position in Simon Property Group in Q2 2013 and has held it in 18 quarters since.
  • Essex Financial Services's Simon Property Group position peaked at $818K in Q2 2016.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.