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Park Square Financial Group’s Simon Property Group SPG Stock Holding History

Park Square 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
Q2 		$6.71K Sell
30
-7
-19% -$1.44K 0.06% 100
2026
Q1 		$6.9K Buy
+37
New +$7.06K 0.05% 130
2025
Q4 		– Sell
-80
Closed -$15K – 296
2025
Q3 		$15K Sell
80
-84
-51% -$14.5K 0.06% 123
2025
Q2 		$26.4K Buy
164
+8
+5% +$1.26K 0.02% 405
2025
Q1 		$25.9K Buy
156
+81
+108% +$14.2K 0.02% 371
2024
Q4 		$12.9K Buy
+75
New +$13.2K 0.01% 534

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

Park Square Financial Group's SPG Position: Q2 2026 in Review

Park Square Financial Group reduced its Simon Property Group (SPG) stake by 19% in Q2 2026, selling an estimated $1.44K and leaving 30 shares worth $6.71K. The position accounts for 0.06% of the portfolio, ranked #100.

Park Square Financial Group first reported a position in SPG in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.4K in Q2 2025. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Park Square Financial Group held 30 shares of Simon Property Group worth $6.71K as of Q2 2026.
  • Park Square Financial Group sold 7 Simon Property Group shares in Q2 2026, an estimated $1.44K.
  • Simon Property Group made up 0.06% of Park Square Financial Group's portfolio in Q2 2026, its #100 holding.
  • Park Square Financial Group first reported a position in Simon Property Group in Q4 2024 and has held it in 6 quarters since.
  • Park Square Financial Group's Simon Property Group position peaked at $26.4K in Q2 2025.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.