LPL Financial’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $72.6M | Buy |
324,448
+8,229
| +3% | +$1.69M | 0.02% | 838 |
|
|
2026
Q1 | $59M | Sell |
316,219
-9,248
| -3% | -$1.76M | 0.02% | 838 |
|
|
2025
Q4 | $60.2M | Sell |
325,467
-9,808
| -3% | -$1.78M | 0.02% | 790 |
|
|
2025
Q3 | $62.9M | Sell |
335,275
-48,193
| -13% | -$8.32M | 0.02% | 736 |
|
|
2025
Q2 | $61.6M | Buy |
383,468
+34,310
| +10% | +$5.42M | 0.02% | 666 |
|
|
2025
Q1 | $58M | Sell |
349,158
-9,256
| -3% | -$1.62M | 0.02% | 628 |
|
|
2024
Q4 | $61.7M | Buy |
358,414
+7,087
| +2% | +$1.24M | 0.03% | 563 |
|
|
2024
Q3 | $59.4M | Buy |
351,327
+11,572
| +3% | +$1.83M | 0.03% | 553 |
|
|
2024
Q2 | $51.6M | Sell |
339,755
-29,865
| -8% | -$4.4M | 0.03% | 550 |
|
|
2024
Q1 | $57.8M | Sell |
369,620
-63,260
| -15% | -$9.28M | 0.03% | 498 |
|
|
2023
Q4 | $61.7M | Buy |
432,880
+72,764
| +20% | +$8.8M | 0.04% | 432 |
|
|
2023
Q3 | $38.9M | Buy |
360,116
+51,380
| +17% | +$6.02M | 0.03% | 543 |
|
|
2023
Q2 | $35.7M | Sell |
308,736
-1,160
| -0.4% | -$126K | 0.03% | 552 |
|
|
2023
Q1 | $34.7M | Buy |
309,896
+24,857
| +9% | +$2.97M | 0.03% | 525 |
|
|
2022
Q4 | $33.5M | Buy |
285,039
+4,250
| +2% | +$472K | 0.03% | 505 |
|
|
2022
Q3 | $25.2M | Buy |
280,789
+4,167
| +2% | +$426K | 0.02% | 547 |
|
|
2022
Q2 | $26.3M | Buy |
276,622
+45,831
| +20% | +$5.25M | 0.02% | 534 |
|
|
2022
Q1 | $30.4M | Buy |
230,791
+16,067
| +7% | +$2.29M | 0.03% | 503 |
|
|
2021
Q4 | $34.3M | Buy |
214,724
+13,802
| +7% | +$2.11M | 0.03% | 472 |
|
|
2021
Q3 | $26.1M | Buy |
200,922
+20,883
| +12% | +$2.72M | 0.02% | 517 |
|
|
2021
Q2 | $23.5M | Buy |
180,039
+18,531
| +11% | +$2.3M | 0.02% | 535 |
|
|
2021
Q1 | $18.4M | Buy |
161,508
+11,059
| +7% | +$1.15M | 0.02% | 574 |
|
|
2020
Q4 | $12.8M | Buy |
150,449
+49,886
| +50% | +$3.81M | 0.02% | 635 |
|
|
2020
Q3 | $6.5M | Buy |
100,563
+53,513
| +114% | +$3.51M | 0.01% | 825 |
|
|
2020
Q2 | $3.22M | Buy |
47,050
+23,460
| +99% | +$1.47M | 0.01% | 1093 |
|
|
2020
Q1 | $1.29M | Buy |
23,590
+5,643
| +31% | +$675K | ﹤0.01% | 1452 |
|
|
2019
Q4 | $2.67M | Buy |
17,947
+3,262
| +22% | +$489K | ﹤0.01% | 1176 |
|
|
2019
Q3 | $2.29M | Buy |
14,685
+95
| +0.7% | +$14.8K | ﹤0.01% | 1181 |
|
|
2019
Q2 | $2.33M | Buy |
14,590
+1,954
| +15% | +$337K | 0.01% | 1166 |
|
|
2019
Q1 | $2.3M | Buy |
12,636
+1,448
| +13% | +$257K | 0.01% | 1122 |
|
|
2018
Q4 | $1.88M | Buy |
11,188
+235
| +2% | +$42K | 0.01% | 1112 |
|
|
2018
Q3 | $1.94M | Buy |
10,953
+421
| +4% | +$74.5K | ﹤0.01% | 1206 |
|
|
2018
Q2 | $1.79M | Sell |
10,532
-308
| -3% | -$49K | ﹤0.01% | 1210 |
|
|
2018
Q1 | $1.67M | Buy |
10,840
+1,780
| +20% | +$283K | ﹤0.01% | 1232 |
|
|
2017
Q4 | $1.56M | Buy |
9,060
+861
| +11% | +$140K | ﹤0.01% | 1233 |
|
|
2017
Q3 | $1.32M | Buy |
8,199
+1,194
| +17% | +$191K | ﹤0.01% | 1239 |
|
|
2017
Q2 | $1.13M | Sell |
7,005
-1,191
| -15% | -$194K | ﹤0.01% | 1295 |
|
|
2017
Q1 | $1.43M | Sell |
8,196
-643
| -7% | -$115K | 0.01% | 1021 |
|
|
2016
Q4 | $1.61M | Sell |
8,839
-5,720
| -39% | -$1.06M | 0.01% | 906 |
|
|
2016
Q3 | $2.9M | Sell |
14,559
-3,037
| -17% | -$659K | 0.03% | 585 |
|
|
2016
Q2 | $3.83M | Sell |
17,596
-11,575
| -40% | -$2.36M | 0.03% | 462 |
|
|
2016
Q1 | $6.04M | Buy |
29,171
+11,123
| +62% | +$2.14M | 0.02% | 630 |
|
|
2015
Q4 | $3.54M | Buy |
18,048
+8,646
| +92% | +$1.67M | 0.01% | 872 |
|
|
2015
Q3 | $1.8M | Buy |
9,402
+4,008
| +74% | +$735K | 0.01% | 890 |
|
|
2015
Q2 | $946K | Sell |
5,394
-2,398
| -31% | -$441K | ﹤0.01% | 1411 |
|
|
2015
Q1 | $1.54M | Sell |
7,792
-874
| -10% | -$169K | 0.01% | 1066 |
|
|
2014
Q4 | $1.58M | Buy |
8,666
+1,551
| +22% | +$275K | 0.01% | 1033 |
|
|
2014
Q3 | $1.17M | Sell |
7,115
-2,265
| -24% | -$381K | 0.01% | 1168 |
|
|
2014
Q2 | $1.56M | Buy |
9,380
+987
| +12% | +$161K | 0.01% | 1043 |
|
|
2014
Q1 | $1.29M | Buy |
8,393
+4,334
| +107% | +$646K | 0.01% | 1099 |
|
|
2013
Q4 | $581K | Buy |
4,059
+107
| +3% | +$15.4K | ﹤0.01% | 1625 |
|
|
2013
Q3 | $574K | Sell |
3,952
-473
| -11% | -$68.7K | ﹤0.01% | 1551 |
|
|
2013
Q2 | $657K | Buy |
+4,425
| New | +$710K | ﹤0.01% | 1382 |
|
Other funds holding SPG
LPL Financial's SPG Position: Q2 2026 in Review
LPL Financial increased its Simon Property Group (SPG) stake by 2.6% in Q2 2026, buying an estimated $1.69M and bringing the position to 324,448 shares worth $72.6M. The position accounts for 0.02% of the portfolio, ranked #838.
LPL Financial first reported a position in SPG in Q2 2013 and has held it in 53 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- LPL Financial held 324,448 shares of Simon Property Group worth $72.6M as of Q2 2026.
- LPL Financial bought 8,229 Simon Property Group shares in Q2 2026, an estimated $1.69M.
- Simon Property Group made up 0.02% of LPL Financial's portfolio in Q2 2026, its #838 holding.
- LPL Financial first reported a position in Simon Property Group in Q2 2013 and has held it in 53 quarters since.
- 1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.