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Financial Consulate’s Simon Property Group SPG Stock Holding History

Financial Consulate’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
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

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

Financial Consulate's SPG Position: Q1 2026 in Review

Financial Consulate increased its Simon Property Group (SPG) stake by 13% in Q1 2026, buying an estimated $1.33K and bringing the position to 59 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Financial Consulate first reported a position in SPG in Q3 2025 and has held it in 3 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Financial Consulate held 59 shares of Simon Property Group worth $11.1K as of Q1 2026.
  • Financial Consulate bought 7 Simon Property Group shares in Q1 2026, an estimated $1.33K.
  • Simon Property Group made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #621 holding.
  • Financial Consulate first reported a position in Simon Property Group in Q3 2025 and has held it in 3 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.