IF
SPG icon

Intrua Financial’s Simon Property Group SPG Stock Holding History

Intrua Financial’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 		$583K Buy
2,606
+646
+33% +$133K 0.05% 260
2026
Q1 		$366K Sell
1,960
-63
-3% -$12K 0.04% 323
2025
Q4 		$374K Sell
2,023
-1,766
-47% -$321K 0.04% 315
2025
Q3 		$711K Buy
3,789
+1,701
+81% +$294K 0.08% 196
2025
Q2 		$336K Buy
2,088
+228
+12% +$36K 0.05% 272
2025
Q1 		$309K Buy
1,860
+11
+0.6% +$1.92K 0.04% 273
2024
Q4 		$318K Sell
1,849
-713
-28% -$125K 0.05% 268
2024
Q3 		$433K Sell
2,562
-362
-12% -$57.3K 0.06% 244
2024
Q2 		$444K Sell
2,924
-2,476
-46% -$365K 0.07% 246
2024
Q1 		$845K Sell
5,400
-212
-4% -$31.1K 0.12% 158
2023
Q4 		$800K Buy
5,612
+2,548
+83% +$308K 0.12% 158
2023
Q3 		$331K Buy
3,064
+252
+9% +$29.5K 0.06% 255
2023
Q2 		$325K Buy
2,812
+26
+0.9% +$2.83K 0.05% 263
2023
Q1 		$296K Sell
2,786
-16
-0.6% -$1.91K 0.06% 256
2022
Q4 		$339K Buy
2,802
+25
+0.9% +$2.78K 0.08% 236
2022
Q3 		$249K Sell
2,777
-902
-25% -$92.3K 0.07% 260
2022
Q2 		$349K Buy
3,679
+46
+1% +$5.27K 0.07% 264
2022
Q1 		$478K Sell
3,633
-505
-12% -$71.9K 0.09% 236
2021
Q4 		$661K Sell
4,138
-385
-9% -$58.8K 0.12% 176
2021
Q3 		$651K Buy
+4,523
New +$589K 0.12% 174

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

Intrua Financial's SPG Position: Q2 2026 in Review

Intrua Financial increased its Simon Property Group (SPG) stake by 33% in Q2 2026, buying an estimated $133K and bringing the position to 2,606 shares worth $583K. The position accounts for 0.05% of the portfolio, ranked #260.

Intrua Financial first reported a position in SPG in Q3 2021 and has held it in 20 quarters since. The position peaked at $845K in Q1 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Intrua Financial held 2,606 shares of Simon Property Group worth $583K as of Q2 2026.
  • Intrua Financial bought 646 Simon Property Group shares in Q2 2026, an estimated $133K.
  • Simon Property Group made up 0.05% of Intrua Financial's portfolio in Q2 2026, its #260 holding.
  • Intrua Financial first reported a position in Simon Property Group in Q3 2021 and has held it in 20 quarters since.
  • Intrua Financial's Simon Property Group position peaked at $845K in Q1 2024.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.