Future Financial Wealth Management’s Simon Property Group SPG Stock Holding History

Future Financial Wealth Management’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	$906K	Buy	4,023 +6	+0.1%	+$1.24K	0.56%	34
2026 Q1	$810K	Sell	4,017 -68	-2%	-$13K	0.52%	39
2025 Q4	$753K	Buy	4,085 +6	+0.1%	+$1.09K	0.51%	39
2025 Q3	$765K	Buy	4,079 +7	+0.2%	+$1.21K	0.48%	41
2025 Q2	$655K	Buy	4,072 +7	+0.2%	+$1.11K	0.45%	45
2025 Q1	$675K	Buy	4,065 +36	+0.9%	+$6.29K	0.5%	43
2024 Q4	$694K	Sell	4,029 -193	-5%	-$33.9K	0.51%	39
2024 Q3	$714K	Sell	4,222 -1,994	-32%	-$316K	0.51%	41
2024 Q2	$944K	Sell	6,216 -506	-8%	-$74.5K	0.83%	29
2024 Q1	$1.05M	Sell	6,722 -84	-1%	-$12.3K	0.81%	30
2023 Q4	$971K	Buy	6,806 +1,145	+20%	+$138K	0.96%	31
2023 Q3	$612K	Buy	5,661 +205	+4%	+$24K	0.68%	38
2023 Q2	$630K	Buy	5,456 +7	+0.1%	+$762	0.66%	37
2023 Q1	$613K	Sell	5,449 -1,489	-21%	-$178K	0.68%	40
2022 Q4	$815K	Buy	6,938 +327	+5%	+$36.3K	0.93%	36
2022 Q3	$628K	Buy	6,611 +94	+1%	+$9.62K	0.72%	45
2022 Q2	$857K	Hold	6,517	–	–	0.84%	43
2022 Q1	$857K	Hold	6,517	–	–	0.71%	43
2021 Q4	$1.04M	Sell	6,517 -840	-11%	-$128K	0.84%	33
2021 Q3	$960K	Hold	7,357	–	–	0.99%	36
2021 Q2	$960K	Buy	7,357 +3	+0%	+$373	0.99%	36
2021 Q1	$837K	Buy	7,354 +4	+0.1%	+$417	0.96%	29
2020 Q4	$627K	Buy	+7,350	New	+$561K	0.72%	44

Other funds holding SPG

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

HCM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CRM

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

Future Financial Wealth Management's SPG Position: Q2 2026 in Review

Future Financial Wealth Management increased its Simon Property Group (SPG) stake by 0.15% in Q2 2026, buying an estimated $1.24K and bringing the position to 4,023 shares worth $906K. The position accounts for 0.56% of the portfolio, ranked #34.

Future Financial Wealth Management first reported a position in SPG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q1 2024. 629 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Future Financial Wealth Management held 4,023 shares of Simon Property Group worth $906K as of Q2 2026.
Future Financial Wealth Management bought 6 Simon Property Group shares in Q2 2026, an estimated $1.24K.
Simon Property Group made up 0.56% of Future Financial Wealth Management's portfolio in Q2 2026, its #34 holding.
Future Financial Wealth Management first reported a position in Simon Property Group in Q4 2020 and has held it in 23 quarters since.
Future Financial Wealth Management's Simon Property Group position peaked at $1.05M in Q1 2024.
629 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.