Financial Consulate’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
Q2
$13.7K Buy
61
+2
+3% +$412 ﹤0.01% 600
2026
Q1
$11.1K Buy
59
+7
+13% +$1.33K ﹤0.01% 621
2025
Q4
$9.68K Buy
52
+25
+93% +$4.54K ﹤0.01% 616
2025
Q3
$5.07K Buy
+27
New +$4.66K ﹤0.01% 657

Other funds holding SPG

Financial Consulate's SPG Position: Q2 2026 in Review

Financial Consulate increased its Simon Property Group (SPG) stake by 3.4% in Q2 2026, buying an estimated $412 and bringing the position to 61 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Financial Consulate first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Financial Consulate held 61 shares of Simon Property Group worth $13.7K as of Q2 2026.
  • Financial Consulate bought 2 Simon Property Group shares in Q2 2026, an estimated $412.
  • Simon Property Group made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #600 holding.
  • Financial Consulate first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.