IFG
SPG icon

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

Independent 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 		$1.28M Buy
5,725
+9
+0.2% +$1.85K 0.02% 595
2026
Q1 		$1.07M Buy
5,716
+59
+1% +$11.3K 0.02% 608
2025
Q4 		$1.05M Buy
5,657
+29
+0.5% +$5.27K 0.02% 601
2025
Q3 		$1.06M Buy
5,628
+100
+2% +$17.3K 0.03% 581
2025
Q2 		$889K Buy
5,528
+1,782
+48% +$282K 0.02% 582
2025
Q1 		$622K Buy
3,746
+778
+26% +$136K 0.02% 630
2024
Q4 		$511K Sell
2,968
-262
-8% -$46K 0.02% 677
2024
Q3 		$546K Buy
3,230
+15
+0.5% +$2.38K 0.02% 620
2024
Q2 		$488K Sell
3,215
-996
-24% -$147K 0.02% 615
2024
Q1 		$659K Sell
4,211
-867
-17% -$127K 0.03% 497
2023
Q4 		$724K Buy
5,078
+680
+15% +$82.2K 0.04% 453
2023
Q3 		$475K Sell
4,398
-256
-6% -$30K 0.03% 501
2023
Q2 		$537K Sell
4,654
-751
-14% -$81.8K 0.04% 464
2023
Q1 		$605K Buy
5,405
+734
+16% +$87.6K 0.05% 401
2022
Q4 		$549K Sell
4,671
-6,609
-59% -$735K 0.05% 395
2022
Q3 		$1.01M Buy
11,280
+7,673
+213% +$785K 0.09% 222
2022
Q2 		$342K Buy
3,607
+1,001
+38% +$115K 0.04% 463
2022
Q1 		$343K Sell
2,606
-17,515
-87% -$2.5M 0.03% 553
2021
Q4 		$3.21M Sell
20,121
-7,221
-26% -$1.1M 0.27% 75
2021
Q3 		$3.55M Sell
27,342
-3,925
-13% -$511K 0.36% 51
2021
Q2 		$4.08M Buy
31,267
+5,029
+19% +$625K 0.43% 41
2021
Q1 		$2.99M Buy
26,238
+8,415
+47% +$878K 0.39% 52
2020
Q4 		$1.52M Buy
17,823
+10,424
+141% +$796K 0.22% 113
2020
Q3 		$479K Buy
7,399
+1,941
+36% +$127K 0.09% 243
2020
Q2 		$373K Buy
+5,458
New +$342K 0.08% 271

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

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

Independent Financial Group increased its Simon Property Group (SPG) stake by 0.16% in Q2 2026, buying an estimated $1.85K and bringing the position to 5,725 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #595.

Independent Financial Group first reported a position in SPG in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.08M in Q2 2021. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Independent Financial Group held 5,725 shares of Simon Property Group worth $1.28M as of Q2 2026.
  • Independent Financial Group bought 9 Simon Property Group shares in Q2 2026, an estimated $1.85K.
  • Simon Property Group made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #595 holding.
  • Independent Financial Group first reported a position in Simon Property Group in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Simon Property Group position peaked at $4.08M in Q2 2021.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.