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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
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 		$7.79M 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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Greystone Financial Group's SPG Position: Q2 2026 in Review

Greystone Financial Group reduced its Simon Property Group (SPG) stake by 4.1% in Q2 2026, selling an estimated $354K and leaving 40,276 shares worth $9.01M. The position accounts for 2.52% of the portfolio, ranked #10.

Greystone Financial Group first reported a position in SPG in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.3M in Q3 2025. 580 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Greystone Financial Group held 40,276 shares of Simon Property Group worth $9.01M as of Q2 2026.
  • Greystone Financial Group sold 1,719 Simon Property Group shares in Q2 2026, an estimated $354K.
  • Simon Property Group made up 2.52% of Greystone Financial Group's portfolio in Q2 2026, its #10 holding.
  • Greystone Financial Group first reported a position in Simon Property Group in Q4 2020 and has held it in 23 quarters since.
  • Greystone Financial Group's Simon Property Group position peaked at $13.3M in Q3 2025.
  • 580 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.