OFG
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Oxford Financial Group’s Simon Property Group SPG Stock Holding History

Oxford 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
Q1 		$563K Sell
3,017
-21
-0.7% -$4K 0.03% 150
2025
Q4 		$562K Buy
3,038
+41
+1% +$7.45K 0.03% 134
2025
Q3 		$563K Buy
2,997
+61
+2% +$10.5K 0.03% 133
2025
Q2 		$472K Sell
2,936
-12
-0.4% -$1.9K 0.03% 136
2025
Q1 		$490K Sell
2,948
-142
-5% -$24.8K 0.03% 133
2024
Q4 		$532K Buy
3,090
+173
+6% +$30.4K 0.03% 139
2024
Q3 		$493K Buy
2,917
+632
+28% +$100K 0.03% 145
2024
Q2 		$347K Buy
2,285
+76
+3% +$11.2K 0.02% 194
2024
Q1 		$346K Sell
2,209
-87
-4% -$12.8K 0.02% 169
2023
Q4 		$327K Buy
2,296
+260
+13% +$31.4K 0.02% 173
2023
Q3 		$220K Sell
2,036
-46
-2% -$5.39K 0.02% 203
2023
Q2 		$240K Buy
2,082
+101
+5% +$11K 0.02% 204
2023
Q1 		$222K Buy
1,981
+40
+2% +$4.78K 0.02% 178
2022
Q4 		$228K Buy
+1,941
New +$216K 0.03% 180
2022
Q3 		– Sell
-2,117
Closed -$201K – 268
2022
Q2 		$201K Sell
2,117
-3,501
-62% -$401K 0.03% 184
2022
Q1 		$739K Buy
5,618
+59
+1% +$8.41K 0.09% 91
2021
Q4 		$888K Buy
5,559
+48
+0.9% +$7.33K 0.1% 87
2021
Q3 		$716K Buy
5,511
+107
+2% +$13.9K 0.09% 92
2021
Q2 		$705K Buy
5,404
+52
+1% +$6.46K 0.09% 93
2021
Q1 		$609K Buy
5,352
+63
+1% +$6.57K 0.08% 95
2020
Q4 		$451K Buy
5,289
+91
+2% +$6.95K 0.07% 109
2020
Q3 		$336K Sell
5,198
-2,868
-36% -$188K 0.05% 125
2020
Q2 		$552K Buy
+8,066
New +$506K 0.09% 89

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

Oxford Financial Group's SPG Position: Q1 2026 in Review

Oxford Financial Group reduced its Simon Property Group (SPG) stake by 0.69% in Q1 2026, selling an estimated $4K and leaving 3,017 shares worth $563K. The position accounts for 0.03% of the portfolio, ranked #150.

Oxford Financial Group first reported a position in SPG in Q2 2020 and has held it in 23 quarters since. The position peaked at $888K in Q4 2021. 1,302 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Oxford Financial Group held 3,017 shares of Simon Property Group worth $563K as of Q1 2026.
  • Oxford Financial Group sold 21 Simon Property Group shares in Q1 2026, an estimated $4K.
  • Simon Property Group made up 0.03% of Oxford Financial Group's portfolio in Q1 2026, its #150 holding.
  • Oxford Financial Group first reported a position in Simon Property Group in Q2 2020 and has held it in 23 quarters since.
  • Oxford Financial Group's Simon Property Group position peaked at $888K in Q4 2021.
  • 1,302 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.