Focus Partners Wealth
SPG icon

Focus Partners Wealth’s Simon Property Group SPG Stock Holding History

Focus Partners Wealth’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 		$26.9M Sell
144,210
-7,363
-5% -$1.4M 0.03% 429
2025
Q4 		$28.1M Sell
151,573
-7,730
-5% -$1.4M 0.03% 411
2025
Q3 		$29.9M Buy
159,303
+4,520
+3% +$780K 0.05% 307
2025
Q2 		$24.9M Buy
154,783
+40,627
+36% +$6.42M 0.05% 311
2025
Q1 		$19M Sell
114,156
-2,433
-2% -$425K 0.05% 336
2024
Q4 		$20.1M Buy
116,589
+55,272
+90% +$9.7M 0.05% 323
2024
Q3 		$10.4M Buy
61,317
+57,879
+1,684% +$9.16M 0.03% 402
2024
Q2 		$522K Buy
+3,438
New +$506K ﹤0.01% 940

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

Focus Partners Wealth's SPG Position: Q1 2026 in Review

Focus Partners Wealth reduced its Simon Property Group (SPG) stake by 4.9% in Q1 2026, selling an estimated $1.4M and leaving 144,210 shares worth $26.9M. The position accounts for 0.03% of the portfolio, ranked #429.

Focus Partners Wealth first reported a position in SPG in Q2 2024 and has held it in 8 quarters since. The position peaked at $29.9M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Focus Partners Wealth held 144,210 shares of Simon Property Group worth $26.9M as of Q1 2026.
  • Focus Partners Wealth sold 7,363 Simon Property Group shares in Q1 2026, an estimated $1.4M.
  • Simon Property Group made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #429 holding.
  • Focus Partners Wealth first reported a position in Simon Property Group in Q2 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's Simon Property Group position peaked at $29.9M in Q3 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.