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

Larson 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 		$767K Buy
3,430
+429
+14% +$88.3K 0.02% 432
2026
Q1 		$560K Buy
3,001
+634
+27% +$121K 0.02% 446
2025
Q4 		$438K Sell
2,367
-3,542
-60% -$643K 0.01% 499
2025
Q3 		$1.11M Sell
5,909
-1,421
-19% -$245K 0.04% 294
2025
Q2 		$1.18M Buy
7,330
+601
+9% +$95K 0.05% 272
2025
Q1 		$1.12M Buy
6,729
+2,923
+77% +$511K 0.05% 252
2024
Q4 		$655K Buy
3,806
+303
+9% +$53.2K 0.03% 302
2024
Q3 		$592K Buy
3,503
+381
+12% +$60.3K 0.03% 299
2024
Q2 		$474K Buy
3,122
+499
+19% +$73.5K 0.03% 281
2024
Q1 		$410K Buy
2,623
+34
+1% +$4.99K 0.03% 265
2023
Q4 		$369K Buy
2,589
+47
+2% +$5.68K 0.03% 259
2023
Q3 		$275K Buy
+2,542
New +$298K 0.03% 265
2021
Q1 		– Sell
-36
Closed -$3K – 924
2020
Q4 		$3K Hold
36
– – ﹤0.01% 611
2020
Q3 		$2K Buy
36
+1
+3% +$66 ﹤0.01% 615
2020
Q2 		$2K Buy
+35
New +$2.2K ﹤0.01% 573

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

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

Larson Financial Group increased its Simon Property Group (SPG) stake by 14% in Q2 2026, buying an estimated $88.3K and bringing the position to 3,430 shares worth $767K. The position accounts for 0.02% of the portfolio, ranked #432.

Larson Financial Group first reported a position in SPG in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.18M in Q2 2025. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Larson Financial Group held 3,430 shares of Simon Property Group worth $767K as of Q2 2026.
  • Larson Financial Group bought 429 Simon Property Group shares in Q2 2026, an estimated $88.3K.
  • Simon Property Group made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #432 holding.
  • Larson Financial Group first reported a position in Simon Property Group in Q2 2020 and has held it in 15 quarters since.
  • Larson Financial Group's Simon Property Group position peaked at $1.18M in Q2 2025.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.