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Fortem Financial Group’s Simon Property Group SPG Stock Holding History

Fortem Financial Group’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 		$2.93M Buy
13,108
+97
+0.7% +$20K 0.6% 47
2026
Q1 		$2.43M Buy
13,011
+790
+6% +$151K 0.61% 51
2025
Q4 		$2.26M Buy
12,221
+362
+3% +$65.8K 0.6% 50
2025
Q3 		$2.23M Buy
11,859
+418
+4% +$72.2K 0.64% 46
2025
Q2 		$1.84M Sell
11,441
-388
-3% -$61.3K 0.59% 51
2025
Q1 		$1.96M Buy
11,829
+230
+2% +$40.2K 0.76% 36
2024
Q4 		$2M Buy
11,599
+40
+0.3% +$7.02K 0.77% 31
2024
Q3 		$1.95M Sell
11,559
-9,896
-46% -$1.57M 0.79% 34
2024
Q2 		$3.26M Sell
21,455
-290
-1% -$42.7K 1.4% 16
2024
Q1 		$3.4M Buy
21,745
+1,213
+6% +$178K 1.49% 15
2023
Q4 		$2.93M Sell
20,532
-1,166
-5% -$141K 1.46% 14
2023
Q3 		$2.34M Sell
21,698
-2,685
-11% -$314K 1.37% 16
2023
Q2 		$2.82M Buy
24,383
+1,548
+7% +$169K 1.67% 14
2023
Q1 		$2.56M Buy
22,835
+3,129
+16% +$374K 1.67% 10
2022
Q4 		$2.32M Sell
19,706
-674
-3% -$74.9K 1.36% 19
2022
Q3 		$1.83M Sell
20,380
-929
-4% -$95K 1.27% 16
2022
Q2 		$2.02M Buy
21,309
+7,923
+59% +$908K 1.32% 13
2022
Q1 		$1.76M Buy
13,386
+7,245
+118% +$1.03M 0.77% 51
2021
Q4 		$981K Buy
6,141
+389
+7% +$59.4K 0.45% 78
2021
Q3 		$748K Buy
5,752
+84
+1% +$10.9K 0.38% 92
2021
Q2 		$740K Buy
+5,668
New +$705K 0.38% 89

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

Fortem Financial Group's SPG Position: Q2 2026 in Review

Fortem Financial Group increased its Simon Property Group (SPG) stake by 0.75% in Q2 2026, buying an estimated $20K and bringing the position to 13,108 shares worth $2.93M. The position accounts for 0.6% of the portfolio, ranked #47.

Fortem Financial Group first reported a position in SPG in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.4M in Q1 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Fortem Financial Group held 13,108 shares of Simon Property Group worth $2.93M as of Q2 2026.
  • Fortem Financial Group bought 97 Simon Property Group shares in Q2 2026, an estimated $20K.
  • Simon Property Group made up 0.6% of Fortem Financial Group's portfolio in Q2 2026, its #47 holding.
  • Fortem Financial Group first reported a position in Simon Property Group in Q2 2021 and has held it in 21 quarters since.
  • Fortem Financial Group's Simon Property Group position peaked at $3.4M in Q1 2024.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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