IA
SPG icon

IFG Advisory’s Simon Property Group SPG Stock Holding History

IFG 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
Q2 		$403K Buy
+1,800
New +$370K 0.01% 669
2026
Q1 		– Sell
-1,726
Closed -$319K – 791
2025
Q4 		$319K Buy
1,726
+1
+0.1% +$182 0.01% 623
2025
Q3 		$324K Sell
1,725
-154
-8% -$26.6K 0.01% 618
2025
Q2 		$302K Buy
1,879
+1
+0.1% +$158 0.02% 606
2025
Q1 		$312K Buy
1,878
+1
+0.1% +$175 0.02% 552
2024
Q4 		$323K Buy
+1,877
New +$329K 0.02% 525
2024
Q3 		– Sell
-1,875
Closed -$285K – 581
2024
Q2 		$285K Buy
+1,875
New +$276K 0.02% 523
2024
Q1 		– Sell
-1,966
Closed -$280K – 543
2023
Q4 		$280K Sell
1,966
-36
-2% -$4.35K 0.02% 483
2023
Q3 		$216K Buy
+2,002
New +$234K 0.02% 503
2023
Q2 		– Sell
-2,158
Closed -$242K – 467
2023
Q1 		$242K Sell
2,158
-268
-11% -$32K 0.02% 455
2022
Q4 		$285K Buy
2,426
+116
+5% +$12.9K 0.03% 407
2022
Q3 		$207K Buy
2,310
+1
+0% +$102 0.02% 486
2022
Q2 		$219K Buy
2,309
+132
+6% +$15.1K 0.02% 430
2022
Q1 		$286K Sell
2,177
-530
-20% -$75.5K 0.03% 411
2021
Q4 		$432K Hold
2,707
– – 0.04% 333
2021
Q3 		$351K Sell
2,707
-135
-5% -$17.6K 0.04% 364
2021
Q2 		$370K Sell
2,842
-164
-5% -$20.4K 0.04% 352
2021
Q1 		$342K Sell
3,006
-199
-6% -$20.8K 0.04% 373
2020
Q4 		$273K Buy
+3,205
New +$245K 0.04% 369

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFG Advisory's SPG Position: Q2 2026 in Review

IFG Advisory opened a new position in Simon Property Group (SPG) in Q2 2026: 1,800 shares worth $403K. The stake represents 0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SPG as recently as Q4 2025.

IFG Advisory first reported a position in SPG in Q4 2020 and has held it in 19 quarters since. The position peaked at $432K in Q4 2021. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • IFG Advisory held 1,800 shares of Simon Property Group worth $403K as of Q2 2026.
  • Simon Property Group was a new IFG Advisory position in Q2 2026.
  • Simon Property Group made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #669 holding.
  • IFG Advisory first reported a position in Simon Property Group in Q4 2020 and has held it in 19 quarters since.
  • IFG Advisory's Simon Property Group position peaked at $432K in Q4 2021.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.