MFG
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Merit Financial Group’s Simon Property Group SPG Stock Holding History

Merit 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 		$2.96M Buy
13,215
+523
+4% +$108K 0.02% 593
2026
Q1 		$2.37M Buy
12,692
+2,233
+21% +$426K 0.02% 604
2025
Q4 		$1.94M Buy
10,459
+2,542
+32% +$462K 0.02% 662
2025
Q3 		$1.49M Buy
7,917
+1,138
+17% +$196K 0.01% 686
2025
Q2 		$1.09M Buy
6,779
+2,314
+52% +$366K 0.01% 747
2025
Q1 		$742K Buy
4,465
+2,049
+85% +$358K 0.01% 771
2024
Q4 		$416K Buy
+2,416
New +$424K 0.01% 783
2024
Q3 		– Sell
-1,955
Closed -$297K – 943
2024
Q2 		$297K Sell
1,955
-437
-18% -$64.4K 0.01% 732
2024
Q1 		$342K Sell
2,392
-199
-8% -$29.2K 0.01% 663
2023
Q4 		$370K Sell
2,591
-383
-13% -$46.3K 0.01% 562
2023
Q3 		$321K Sell
2,974
-7,336
-71% -$859K 0.01% 570
2023
Q2 		$1.19M Buy
+10,310
New +$1.12M 0.04% 307

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

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

Merit Financial Group increased its Simon Property Group (SPG) stake by 4.1% in Q2 2026, buying an estimated $108K and bringing the position to 13,215 shares worth $2.96M. The position accounts for 0.02% of the portfolio, ranked #593.

Merit Financial Group first reported a position in SPG in Q2 2023 and has held it in 12 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Merit Financial Group held 13,215 shares of Simon Property Group worth $2.96M as of Q2 2026.
  • Merit Financial Group bought 523 Simon Property Group shares in Q2 2026, an estimated $108K.
  • Simon Property Group made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #593 holding.
  • Merit Financial Group first reported a position in Simon Property Group in Q2 2023 and has held it in 12 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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