Global Retirement Partners’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.95M | Buy |
+8,728
| New | +$1.8M | 0.03% | 497 |
|
|
2025
Q4 | $1.3M | Buy |
6,996
+4,922
| +237% | +$894K | 0.02% | 573 |
|
|
2025
Q3 | $389K | Buy |
2,074
+50
| +2% | +$8.63K | 0.01% | 865 |
|
|
2025
Q2 | $325K | Buy |
+2,024
| New | +$320K | 0.01% | 887 |
|
|
2024
Q4 | $253K | Sell |
1,468
-69
| -4% | -$12.1K | 0.01% | 856 |
|
|
2024
Q3 | $260K | Buy |
1,537
+642
| +72% | +$102K | 0.01% | 823 |
|
|
2024
Q2 | $136K | Buy |
895
+94
| +12% | +$13.8K | ﹤0.01% | 1052 |
|
|
2024
Q1 | $125K | Sell |
801
-22
| -3% | -$3.23K | ﹤0.01% | 983 |
|
|
2023
Q4 | $120K | Buy |
823
+370
| +82% | +$44.7K | 0.01% | 956 |
|
|
2023
Q3 | $47.3K | Buy |
453
+63
| +16% | +$7.38K | ﹤0.01% | 1303 |
|
|
2023
Q2 | $45.1K | Sell |
390
-61
| -14% | -$6.64K | ﹤0.01% | 1330 |
|
|
2023
Q1 | $48.5K | Buy |
451
+128
| +40% | +$15.3K | ﹤0.01% | 1254 |
|
|
2022
Q4 | $38K | Sell |
323
-126
| -28% | -$14K | ﹤0.01% | 1217 |
|
|
2022
Q3 | $49K | Buy |
449
+98
| +28% | +$10K | ﹤0.01% | 1018 |
|
|
2022
Q2 | $33K | Sell |
351
-89
| -20% | -$10.2K | ﹤0.01% | 1157 |
|
|
2022
Q1 | $47K | Buy |
+440
| New | +$62.7K | ﹤0.01% | 1011 |
|
|
2021
Q4 | – | Sell |
-113
| Closed | -$15K | – | 1565 |
|
|
2021
Q3 | $15K | Buy |
113
+71
| +169% | +$9.24K | ﹤0.01% | 1298 |
|
|
2021
Q2 | $5K | Buy |
42
+34
| +425% | +$4.23K | ﹤0.01% | 1587 |
|
|
2021
Q1 | $1K | Sell |
8
-50
| -86% | -$5.22K | ﹤0.01% | 1740 |
|
|
2020
Q4 | $5K | Hold |
58
| – | – | ﹤0.01% | 1459 |
|
|
2020
Q3 | $4K | Sell |
58
-81
| -58% | -$5.31K | ﹤0.01% | 1381 |
|
|
2020
Q2 | $10K | Sell |
139
-5
| -3% | -$314 | ﹤0.01% | 1122 |
|
|
2020
Q1 | $8K | Hold |
144
| – | – | ﹤0.01% | 1112 |
|
|
2019
Q4 | $21K | Sell |
144
-3
| -2% | -$450 | ﹤0.01% | 924 |
|
|
2019
Q3 | $23K | Hold |
147
| – | – | ﹤0.01% | 858 |
|
|
2019
Q2 | $23K | Sell |
147
-18
| -11% | -$3.1K | ﹤0.01% | 848 |
|
|
2019
Q1 | $30K | Buy |
165
+99
| +150% | +$17.6K | 0.01% | 696 |
|
|
2018
Q4 | $11K | Sell |
66
-30
| -31% | -$5.36K | ﹤0.01% | 954 |
|
|
2018
Q3 | $17K | Sell |
96
-22
| -19% | -$3.89K | ﹤0.01% | 879 |
|
|
2018
Q2 | $20K | Hold |
118
| – | – | 0.01% | 800 |
|
|
2018
Q1 | $18K | Sell |
118
-50
| -30% | -$7.95K | 0.01% | 793 |
|
|
2017
Q4 | $29K | Buy |
168
+95
| +130% | +$15.4K | 0.01% | 638 |
|
|
2017
Q3 | $12K | Sell |
73
-4
| -5% | -$639 | 0.01% | 778 |
|
|
2017
Q2 | $12K | Buy |
77
+28
| +57% | +$4.56K | 0.01% | 739 |
|
|
2017
Q1 | $8K | Buy |
49
+7
| +17% | +$1.25K | ﹤0.01% | 811 |
|
|
2016
Q4 | $7K | Buy |
+42
| New | +$7.8K | ﹤0.01% | 790 |
|
Other funds holding SPG
Global Retirement Partners's SPG Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Simon Property Group (SPG) in Q2 2026: 8,728 shares worth $1.95M. The stake represents 0.03% of the portfolio and ranks #497 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPG as recently as Q4 2025.
Global Retirement Partners first reported a position in SPG in Q4 2016 and has held it in 36 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Global Retirement Partners held 8,728 shares of Simon Property Group worth $1.95M as of Q2 2026.
- Simon Property Group was a new Global Retirement Partners position in Q2 2026.
- Simon Property Group made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #497 holding.
- Global Retirement Partners first reported a position in Simon Property Group in Q4 2016 and has held it in 36 quarters since.
- 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.