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Journey Retirement Planning & Investment Management’s Simon Property Group SPG Stock Holding History

Journey Retirement Planning & Investment Management’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 		$722K Buy
3,227
+390
+14% +$80.2K 0.56% 45
2026
Q1 		$529K Sell
2,837
-6,407
-69% -$1.22M 0.47% 68
2025
Q4 		$1.71M Buy
+9,244
New +$1.68M 0.35% 77

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
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
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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SPG Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its Simon Property Group (SPG) stake by 14% in Q2 2026, buying an estimated $80.2K and bringing the position to 3,227 shares worth $722K. The position accounts for 0.56% of the portfolio, ranked #45.

Journey Retirement Planning & Investment Management first reported a position in SPG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.71M in Q4 2025. 558 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 3,227 shares of Simon Property Group worth $722K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 390 Simon Property Group shares in Q2 2026, an estimated $80.2K.
  • Simon Property Group made up 0.56% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #45 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Simon Property Group in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Simon Property Group position peaked at $1.71M in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.