Greystone Financial Group
SPG icon

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

Greystone 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
Q3 		$7.97M Sell
39,674
-602
-1% -$131K 2.21% 19
2026
Q2 		$9.01M Sell
40,276
-1,719
-4% -$354K 2.52% 10
2026
Q1 		$7.83M Sell
41,995
-27,275
-39% -$5.2M 2.22% 17
2025
Q4 		$12.8M Sell
69,270
-1,551
-2% -$282K 2% 19
2025
Q3 		$13.3M Buy
70,821
+17,418
+33% +$3.01M 2.06% 18
2025
Q2 		$8.59M Buy
53,403
+6,816
+15% +$1.08M 1.41% 31
2025
Q1 		$7.74M Buy
46,587
+6,289
+16% +$1.1M 1.4% 34
2024
Q4 		$6.94M Buy
40,298
+597
+2% +$105K 1.21% 35
2024
Q3 		$6.71M Buy
39,701
+889
+2% +$141K 1.2% 35
2024
Q2 		$5.89M Buy
38,812
+328
+0.9% +$48.3K 1.15% 40
2024
Q1 		$6.02M Sell
38,484
-2,719
-7% -$399K 1.2% 36
2023
Q4 		$5.88M Sell
41,203
-4,468
-10% -$540K 1.36% 31
2023
Q3 		$4.93M Sell
45,671
-188
-0.4% -$22K 1.23% 36
2023
Q2 		$5.3M Buy
45,859
+444
+1% +$48.4K 1.23% 32
2023
Q1 		$5.09M Sell
45,415
-27,891
-38% -$3.33M 1.28% 35
2022
Q4 		$8.61M Sell
73,306
-1,338
-2% -$149K 2.53% 14
2022
Q3 		$6.7M Buy
74,644
+10,919
+17% +$1.12M 2.27% 25
2022
Q2 		$6.05M Buy
63,725
+6,715
+12% +$770K 1.89% 34
2022
Q1 		$7.5M Buy
57,010
+8,282
+17% +$1.18M 1.9% 33
2021
Q4 		$7.78M Buy
48,728
+6,090
+14% +$930K 1.87% 26
2021
Q3 		$5.54M Sell
42,638
-15,069
-26% -$1.96M 1.65% 24
2021
Q2 		$7.53M Sell
57,707
-97
-0.2% -$12.1K 1.87% 15
2021
Q1 		$7.09M Sell
57,804
-35,102
-38% -$3.66M 1.78% 27
2020
Q4 		$9.19M Buy
+92,906
New +$7.09M 2.5% 10

Other funds holding SPG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Greystone Financial Group's SPG Position: Q3 2026 in Review

Greystone Financial Group reduced its Simon Property Group (SPG) stake by 1.5% in Q3 2026, selling an estimated $131K and leaving 39,674 shares worth $7.97M. The position accounts for 2.21% of the portfolio, ranked #19.

Greystone Financial Group first reported a position in SPG in Q4 2020 and has held it in 24 quarters since. The position peaked at $13.3M in Q3 2025. 864 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Greystone Financial Group held 39,674 shares of Simon Property Group worth $7.97M as of Q3 2026.
  • Greystone Financial Group sold 602 Simon Property Group shares in Q3 2026, an estimated $131K.
  • Simon Property Group made up 2.21% of Greystone Financial Group's portfolio in Q3 2026, its #19 holding.
  • Greystone Financial Group first reported a position in Simon Property Group in Q4 2020 and has held it in 24 quarters since.
  • Greystone Financial Group's Simon Property Group position peaked at $13.3M in Q3 2025.
  • 864 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Greystone Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.