MFF
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Michels Family Financial's SPG Position: Q1 2026 in Review

Michels Family Financial reduced its Simon Property Group (SPG) stake by 1.7% in Q1 2026, selling an estimated $14.1K and leaving 4,174 shares worth $779K. The position accounts for 0.56% of the portfolio, ranked #53.

Michels Family Financial first reported a position in SPG in Q4 2024 and has held it in 6 quarters since. The position peaked at $813K in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Michels Family Financial held 4,174 shares of Simon Property Group worth $779K as of Q1 2026.
  • Michels Family Financial sold 74 Simon Property Group shares in Q1 2026, an estimated $14.1K.
  • Simon Property Group made up 0.56% of Michels Family Financial's portfolio in Q1 2026, its #53 holding.
  • Michels Family Financial first reported a position in Simon Property Group in Q4 2024 and has held it in 6 quarters since.
  • Michels Family Financial's Simon Property Group position peaked at $813K in Q3 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.