First Pacific Financial’s Simon Property Group SPG Stock Holding History

First Pacific Financial’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	$1.47M	Buy	6,578 +220	+3%	+$45.3K	0.18%	71
2026 Q1	$1.19M	Buy	6,358 +1,219	+24%	+$232K	0.15%	75
2025 Q4	$951K	Buy	5,139 +4,823	+1,526%	+$876K	0.12%	84
2025 Q3	$59.2K	Buy	316 +4	+1%	+$691	0.01%	229
2025 Q2	$50.2K	Sell	312 -58	-16%	-$9.16K	0.01%	236
2025 Q1	$61.4K	Buy	370 +58	+19%	+$10.1K	0.01%	192
2024 Q4	$53.7K	Hold	312	–	–	0.01%	203
2024 Q3	$52.7K	Hold	312	–	–	0.01%	194
2024 Q2	$47.4K	Buy	+312	New	+$46K	0.01%	177

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

First Pacific Financial's SPG Position: Q2 2026 in Review

First Pacific Financial increased its Simon Property Group (SPG) stake by 3.5% in Q2 2026, buying an estimated $45.3K and bringing the position to 6,578 shares worth $1.47M. The position accounts for 0.18% of the portfolio, ranked #71.

First Pacific Financial first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. 445 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

First Pacific Financial held 6,578 shares of Simon Property Group worth $1.47M as of Q2 2026.
First Pacific Financial bought 220 Simon Property Group shares in Q2 2026, an estimated $45.3K.
Simon Property Group made up 0.18% of First Pacific Financial's portfolio in Q2 2026, its #71 holding.
First Pacific Financial first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
445 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.