Financial Sense Advisors’s Simon Property Group SPG Stock Holding History

Financial Sense Advisors’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	$466K	Hold	2,500	–	–	0.09%	112
2025 Q4	$463K	Hold	2,500	–	–	0.08%	108
2025 Q3	$469K	Hold	2,500	–	–	0.08%	118
2025 Q2	$402K	Hold	2,500	–	–	0.09%	102
2025 Q1	$415K	Hold	2,500	–	–	0.12%	83
2024 Q4	$431K	Hold	2,500	–	–	0.14%	81
2024 Q3	$423K	Hold	2,500	–	–	0.11%	90
2024 Q2	$380K	Hold	2,500	–	–	0.12%	95
2024 Q1	$391K	Hold	2,500	–	–	0.13%	94
2023 Q4	$357K	Hold	2,500	–	–	0.13%	88
2023 Q3	$270K	Hold	2,500	–	–	0.11%	85
2023 Q2	$289K	Hold	2,500	–	–	0.12%	84
2023 Q1	$280K	Hold	2,500	–	–	0.12%	84
2022 Q4	$294K	Hold	2,500	–	–	0.12%	85
2022 Q3	$224K	Hold	2,500	–	–	0.09%	78
2022 Q2	$237K	Buy	+2,500	New	+$287K	0.09%	92
2022 Q1	–	Sell	-2,500	Closed	-$399K	–	139
2021 Q4	$399K	Hold	2,500	–	–	0.14%	80
2021 Q3	$325K	Sell	2,500 -202	-7%	-$26.3K	0.11%	82
2021 Q2	$353K	Sell	2,702 -25,573	-90%	-$3.18M	0.11%	88
2021 Q1	$3.22M	Buy	28,275 +25,775	+1,031%	+$2.69M	1.08%	24
2020 Q4	$213K	Buy	+2,500	New	+$191K	0.08%	98
2018 Q4	–	Sell	-23,062	Closed	-$4.08M	–	67
2018 Q3	$4.08M	Buy	+23,062	New	+$4.08M	1.72%	15

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Sense Advisors's SPG Position: Q1 2026 in Review

Financial Sense Advisors held its Simon Property Group (SPG) position steady in Q1 2026 at 2,500 shares worth $466K. The position accounts for 0.09% of the portfolio, ranked #112.

Financial Sense Advisors first reported a position in SPG in Q3 2018 and has held it in 22 quarters since. The position peaked at $4.08M in Q3 2018. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Financial Sense Advisors held 2,500 shares of Simon Property Group worth $466K as of Q1 2026.
Financial Sense Advisors left its Simon Property Group share count unchanged in Q1 2026.
Simon Property Group made up 0.09% of Financial Sense Advisors's portfolio in Q1 2026, its #112 holding.
Financial Sense Advisors first reported a position in Simon Property Group in Q3 2018 and has held it in 22 quarters since.
Financial Sense Advisors's Simon Property Group position peaked at $4.08M in Q3 2018.
1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Financial Sense Advisors's 13F filing for Q1 2026, filed 14 May 2026.