GoalVest Advisory’s Simon Property Group SPG Stock Holding History

GoalVest Advisory’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 Q3	$3.21K	Hold	16	–	–	﹤0.01%	616
2026 Q2	$3.58K	Buy	+16	New	+$3.29K	﹤0.01%	404
2026 Q1	–	Sell	-66	Closed	-$12.2K	–	539
2025 Q4	$12.2K	Buy	+66	New	+$12K	﹤0.01%	404
2023 Q4	–	Sell	-2	Closed	-$216	–	477
2023 Q3	$216	Buy	+2	New	+$234	﹤0.01%	470
2022 Q2	–	Sell	-36	Closed	-$5K	–	511
2022 Q1	$5K	Buy	+36	New	+$5.13K	﹤0.01%	274

Other funds holding SPG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

GoalVest Advisory's SPG Position: Q3 2026 in Review

GoalVest Advisory held its Simon Property Group (SPG) position steady in Q3 2026 at 16 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

GoalVest Advisory first reported a position in SPG in Q1 2022 and has held it in 5 quarters since. The position peaked at $12.2K in Q4 2025. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

GoalVest Advisory held 16 shares of Simon Property Group worth $3.21K as of Q3 2026.
GoalVest Advisory left its Simon Property Group share count unchanged in Q3 2026.
Simon Property Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #616 holding.
GoalVest Advisory first reported a position in Simon Property Group in Q1 2022 and has held it in 5 quarters since.
GoalVest Advisory's Simon Property Group position peaked at $12.2K in Q4 2025.
1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.