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Marshall Financial Group (Maryland)’s Simon Property Group SPG Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.29M Buy
5,769
+14
+0.2% +$2.88K 0.19% 100
2026
Q1 		$1.07M Buy
5,755
+7
+0.1% +$1.33K 0.17% 109
2025
Q4 		$1.06M Sell
5,748
-25
-0.4% -$4.54K 0.21% 110
2025
Q3 		$1.08M Buy
5,773
+284
+5% +$49K 0.21% 119
2025
Q2 		$906K Buy
+5,489
New +$867K 0.18% 140

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

Marshall Financial Group (Maryland)'s SPG Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Simon Property Group (SPG) stake by 0.24% in Q2 2026, buying an estimated $2.88K and bringing the position to 5,769 shares worth $1.29M. The position accounts for 0.19% of the portfolio, ranked #100.

Marshall Financial Group (Maryland) first reported a position in SPG in Q2 2025 and has held it in 5 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Marshall Financial Group (Maryland) held 5,769 shares of Simon Property Group worth $1.29M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 14 Simon Property Group shares in Q2 2026, an estimated $2.88K.
  • Simon Property Group made up 0.19% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #100 holding.
  • Marshall Financial Group (Maryland) first reported a position in Simon Property Group in Q2 2025 and has held it in 5 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.