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LifeSteps Financial’s Simon Property Group SPG Stock Holding History

LifeSteps 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 		$24.8K Buy
+111
New +$22.8K 0.01% 279
2024
Q2 		– Sell
-100
Closed -$15.6K – 355
2024
Q1 		$15.6K Buy
+100
New +$14.7K 0.01% 257

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

LifeSteps Financial's SPG Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Simon Property Group (SPG) in Q2 2026: 111 shares worth $24.8K. The stake represents 0.01% of the portfolio and ranks #279 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in SPG as recently as Q1 2024.

LifeSteps Financial first reported a position in SPG in Q1 2024 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • LifeSteps Financial held 111 shares of Simon Property Group worth $24.8K as of Q2 2026.
  • Simon Property Group was a new LifeSteps Financial position in Q2 2026.
  • Simon Property Group made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #279 holding.
  • LifeSteps Financial first reported a position in Simon Property Group in Q1 2024 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.