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PDS Planning’s Simon Property Group SPG Stock Holding History

PDS Planning’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 		$401K Buy
1,792
+10
+0.6% +$2.06K 0.02% 338
2026
Q1 		$332K Buy
1,782
+27
+2% +$5.15K 0.02% 366
2025
Q4 		$325K Buy
1,755
+24
+1% +$4.36K 0.02% 359
2025
Q3 		$325K Buy
1,731
+49
+3% +$8.46K 0.02% 350
2025
Q2 		$270K Buy
1,682
+117
+7% +$18.5K 0.02% 384
2025
Q1 		$260K Buy
1,565
+112
+8% +$19.6K 0.02% 365
2024
Q4 		$250K Buy
1,453
+7
+0.5% +$1.23K 0.02% 346
2024
Q3 		$244K Buy
1,446
+49
+4% +$7.76K 0.02% 358
2024
Q2 		$212K Buy
1,397
+83
+6% +$12.2K 0.02% 346
2024
Q1 		$206K Buy
+1,314
New +$193K 0.02% 355

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

PDS Planning's SPG Position: Q2 2026 in Review

PDS Planning increased its Simon Property Group (SPG) stake by 0.56% in Q2 2026, buying an estimated $2.06K and bringing the position to 1,792 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #338.

PDS Planning first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • PDS Planning held 1,792 shares of Simon Property Group worth $401K as of Q2 2026.
  • PDS Planning bought 10 Simon Property Group shares in Q2 2026, an estimated $2.06K.
  • Simon Property Group made up 0.02% of PDS Planning's portfolio in Q2 2026, its #338 holding.
  • PDS Planning first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.