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Michels Family Financial’s Simon Property Group SPG Stock Holding History

Michels Family Financial’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 		$943K Buy
4,215
+41
+1% +$8.44K 0.6% 49
2026
Q1 		$779K Sell
4,174
-74
-2% -$14.1K 0.56% 53
2025
Q4 		$786K Sell
4,248
-85
-2% -$15.4K 0.58% 53
2025
Q3 		$813K Sell
4,333
-138
-3% -$23.8K 0.63% 45
2025
Q2 		$719K Sell
4,471
-85
-2% -$13.4K 0.61% 49
2025
Q1 		$757K Buy
4,556
+117
+3% +$20.5K 0.68% 43
2024
Q4 		$764K Buy
+4,439
New +$779K 0.7% 40

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

Michels Family Financial's SPG Position: Q2 2026 in Review

Michels Family Financial increased its Simon Property Group (SPG) stake by 0.98% in Q2 2026, buying an estimated $8.44K and bringing the position to 4,215 shares worth $943K. The position accounts for 0.6% of the portfolio, ranked #49.

Michels Family Financial first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Michels Family Financial held 4,215 shares of Simon Property Group worth $943K as of Q2 2026.
  • Michels Family Financial bought 41 Simon Property Group shares in Q2 2026, an estimated $8.44K.
  • Simon Property Group made up 0.6% of Michels Family Financial's portfolio in Q2 2026, its #49 holding.
  • Michels Family Financial first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.