Merit Financial Group
SPG icon

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
Q3 		$2.65M Sell
13,213
-2
-0% -$435 0.01% 682
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Merit Financial Group's SPG Position: Q3 2026 in Review

Merit Financial Group reduced its Simon Property Group (SPG) stake by 0.02% in Q3 2026, selling an estimated $435 and leaving 13,213 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #682.

Merit Financial Group first reported a position in SPG in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.96M in Q2 2026. 726 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Merit Financial Group held 13,213 shares of Simon Property Group worth $2.65M as of Q3 2026.
  • Merit Financial Group sold 2 Simon Property Group shares in Q3 2026, an estimated $435.
  • Simon Property Group made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #682 holding.
  • Merit Financial Group first reported a position in Simon Property Group in Q2 2023 and has held it in 13 quarters since.
  • Merit Financial Group's Simon Property Group position peaked at $2.96M in Q2 2026.
  • 726 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.