FGC
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Financial Gravity Companies’s Simon Property Group SPG Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$16.2K Buy
+101
New +$16K ﹤0.01% 485
2024
Q4 		$17.4K Buy
+101
New +$17.7K ﹤0.01% 466
2024
Q3 		– Hold
0
– – – 671
2018
Q1 		– Sell
-86
Closed -$14K – 1623
2017
Q4 		$14K Buy
+86
New +$14K 0.02% 532

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Companies's SPG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Simon Property Group (SPG) in Q2 2025: 101 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPG as recently as Q4 2024.

Financial Gravity Companies first reported a position in SPG in Q4 2017 and has held it in 3 quarters since. The position peaked at $17.4K in Q4 2024. 1,209 funds tracked by Wall St. Rank hold SPG as of Q2 2025.

  • Financial Gravity Companies held 101 shares of Simon Property Group worth $16.2K as of Q2 2025.
  • Simon Property Group was a new Financial Gravity Companies position in Q2 2025.
  • Simon Property Group made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #485 holding.
  • Financial Gravity Companies first reported a position in Simon Property Group in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Simon Property Group position peaked at $17.4K in Q4 2024.
  • 1,209 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.