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Money Concepts Capital’s Simon Property Group SPG Stock Holding History

Money Concepts Capital’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 		$1.16M Buy
+5,198
New +$1.07M 0.05% 290
2023
Q1 		– Sell
-1,569
Closed -$184K – 2547
2022
Q4 		$184K Buy
1,569
+1,094
+230% +$122K 0.01% 718
2022
Q3 		$43K Buy
475
+43
+10% +$4.4K ﹤0.01% 749
2022
Q2 		$41K Sell
432
-525
-55% -$60.2K ﹤0.01% 738
2022
Q1 		$126K Buy
+957
New +$136K 0.01% 912

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 $3.38T AUM 44.17% 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

Money Concepts Capital's SPG Position: Q2 2026 in Review

Money Concepts Capital opened a new position in Simon Property Group (SPG) in Q2 2026: 5,198 shares worth $1.16M. The stake represents 0.05% of the portfolio and ranks #290 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in SPG as recently as Q4 2022.

Money Concepts Capital first reported a position in SPG in Q1 2022 and has held it in 5 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Money Concepts Capital held 5,198 shares of Simon Property Group worth $1.16M as of Q2 2026.
  • Simon Property Group was a new Money Concepts Capital position in Q2 2026.
  • Simon Property Group made up 0.05% of Money Concepts Capital's portfolio in Q2 2026, its #290 holding.
  • Money Concepts Capital first reported a position in Simon Property Group in Q1 2022 and has held it in 5 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.