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Kaizen Financial Strategies’s Simon Property Group SPG Stock Holding History

Kaizen Financial Strategies’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 		$494K Buy
2,215
+119
+6% +$24.5K 0.16% 100
2026
Q1 		$422K Buy
2,096
+28
+1% +$5.34K 0.18% 101
2025
Q4 		$383K Sell
2,068
-225
-10% -$40.9K 0.17% 105
2025
Q3 		$414K Buy
2,293
+6
+0.3% +$1.04K 0.19% 94
2025
Q2 		$368K Buy
2,287
+139
+6% +$22K 0.19% 99
2025
Q1 		$357K Buy
2,148
+27
+1% +$4.72K 0.21% 91
2024
Q4 		$365K Buy
2,121
+24
+1% +$4.21K 0.21% 84
2024
Q3 		$354K Sell
2,097
-410
-16% -$64.9K 0.21% 85
2024
Q2 		$388K Buy
2,507
+55
+2% +$8.1K 0.24% 70
2024
Q1 		$384K Buy
2,452
+32
+1% +$4.69K 0.26% 71
2023
Q4 		$345K Buy
2,420
+43
+2% +$5.2K 0.26% 64
2023
Q3 		$257K Hold
2,377
– – 0.22% 81
2023
Q2 		$291K Buy
2,377
+73
+3% +$7.95K 0.25% 70
2023
Q1 		$258K Sell
2,304
-55
-2% -$6.57K 0.25% 74
2022
Q4 		$296K Sell
2,359
-278
-11% -$30.9K 0.29% 74
2022
Q3 		$237K Buy
+2,637
New +$270K 0.24% 96
2022
Q2 		– Sell
-1,589
Closed -$209K – 137
2022
Q1 		$209K Buy
1,589
+16
+1% +$2.28K 0.16% 124
2021
Q4 		$251K Buy
1,573
+12
+0.8% +$1.83K 0.19% 118
2021
Q3 		$203K Buy
+1,561
New +$203K 0.16% 137

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

Kaizen Financial Strategies's SPG Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Simon Property Group (SPG) stake by 5.7% in Q2 2026, buying an estimated $24.5K and bringing the position to 2,215 shares worth $494K. The position accounts for 0.16% of the portfolio, ranked #100.

Kaizen Financial Strategies first reported a position in SPG in Q3 2021 and has held it in 19 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Kaizen Financial Strategies held 2,215 shares of Simon Property Group worth $494K as of Q2 2026.
  • Kaizen Financial Strategies bought 119 Simon Property Group shares in Q2 2026, an estimated $24.5K.
  • Simon Property Group made up 0.16% of Kaizen Financial Strategies's portfolio in Q2 2026, its #100 holding.
  • Kaizen Financial Strategies first reported a position in Simon Property Group in Q3 2021 and has held it in 19 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.