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Finivi Inc’s Simon Property Group SPG Stock Holding History

Finivi Inc’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 		$1.75M Buy
+7,813
New +$1.61M 0.9% 31

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 $3.37T AUM 44.26% 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

Finivi Inc's SPG Position: Q2 2026 in Review

Finivi Inc opened a new position in Simon Property Group (SPG) in Q2 2026: 7,813 shares worth $1.75M. The stake represents 0.9% of the portfolio and ranks #31 among its holdings.

1,336 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Finivi Inc held 7,813 shares of Simon Property Group worth $1.75M as of Q2 2026.
  • Simon Property Group was a new Finivi Inc position in Q2 2026.
  • Simon Property Group made up 0.9% of Finivi Inc's portfolio in Q2 2026, its #31 holding.
  • 1,336 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.