GoalVest Advisory’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
Other funds holding SPG
GoalVest Advisory's SPG Position: Q2 2026 in Review
GoalVest Advisory opened a new position in Simon Property Group (SPG) in Q2 2026: 16 shares worth $3.58K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in SPG as recently as Q4 2025.
GoalVest Advisory first reported a position in SPG in Q1 2022 and has held it in 4 quarters since. The position peaked at $12.2K in Q4 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- GoalVest Advisory held 16 shares of Simon Property Group worth $3.58K as of Q2 2026.
- Simon Property Group was a new GoalVest Advisory position in Q2 2026.
- Simon Property Group made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #404 holding.
- GoalVest Advisory first reported a position in Simon Property Group in Q1 2022 and has held it in 4 quarters since.
- GoalVest Advisory's Simon Property Group position peaked at $12.2K in Q4 2025.
- 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.