Mark Sheptoff Financial Planning’s Simon Property Group SPG Stock Holding History

Mark Sheptoff Financial Planning’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	$6.93K	Hold	31	–	–	﹤0.01%	411
2026 Q1	$6.27K	Hold	31	–	–	﹤0.01%	411
2025 Q4	$5.74K	Hold	31	–	–	﹤0.01%	415
2025 Q3	$5.82K	Sell	31 -12	-28%	-$2.07K	﹤0.01%	396
2025 Q2	$6.91K	Buy	43 +12	+39%	+$1.9K	﹤0.01%	371
2025 Q1	$5.15K	Hold	31	–	–	﹤0.01%	373
2024 Q4	$5.34K	Hold	31	–	–	﹤0.01%	366
2024 Q3	$5.24K	Hold	31	–	–	﹤0.01%	357
2024 Q2	$4.71K	Hold	31	–	–	﹤0.01%	364
2024 Q1	$4.85K	Hold	31	–	–	﹤0.01%	332
2023 Q4	$4.42K	Hold	31	–	–	﹤0.01%	331
2023 Q3	$3.35K	Hold	31	–	–	﹤0.01%	325
2023 Q2	$3.58K	Hold	31	–	–	﹤0.01%	326
2023 Q1	$3.47K	Hold	31	–	–	﹤0.01%	322
2022 Q4	$3.64K	Hold	31	–	–	﹤0.01%	323
2022 Q3	$3K	Hold	31	–	–	﹤0.01%	317
2022 Q2	$3K	Hold	31	–	–	﹤0.01%	329
2022 Q1	$4K	Hold	31	–	–	﹤0.01%	355
2021 Q4	$5K	Buy	+31	New	+$4.73K	﹤0.01%	366
2018 Q2	–	Sell	-13	Closed	-$2K	–	390
2018 Q1	$2K	Hold	13	–	–	﹤0.01%	358
2017 Q4	$2K	Hold	13	–	–	﹤0.01%	352
2017 Q3	$2K	Hold	13	–	–	﹤0.01%	350
2017 Q2	$2K	Sell	13 -1	-7%	-$163	﹤0.01%	339
2017 Q1	$2K	Buy	14 +1	+8%	+$179	﹤0.01%	340
2016 Q4	$2K	Hold	13	–	–	﹤0.01%	330
2016 Q3	$3K	Hold	13	–	–	﹤0.01%	315
2016 Q2	$3K	Hold	13	–	–	﹤0.01%	310
2016 Q1	$3K	Hold	13	–	–	﹤0.01%	304
2015 Q4	$3K	Hold	13	–	–	﹤0.01%	321
2015 Q3	$2K	Buy	+13	New	+$2.38K	﹤0.01%	353

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's SPG Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Simon Property Group (SPG) position steady in Q2 2026 at 31 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

Mark Sheptoff Financial Planning first reported a position in SPG in Q3 2015 and has held it in 30 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Mark Sheptoff Financial Planning held 31 shares of Simon Property Group worth $6.93K as of Q2 2026.
Mark Sheptoff Financial Planning left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #411 holding.
Mark Sheptoff Financial Planning first reported a position in Simon Property Group in Q3 2015 and has held it in 30 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.