PCS
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Personal CFO Solutions’s Simon Property Group SPG Stock Holding History

Personal CFO Solutions’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 		$354K Sell
1,898
-145
-7% -$27.7K 0.05% 325
2025
Q4 		$378K Sell
2,043
-100
-5% -$18.2K 0.06% 294
2025
Q3 		$402K Sell
2,143
-453
-17% -$78.2K 0.07% 267
2025
Q2 		$417K Buy
2,596
+50
+2% +$7.9K 0.08% 253
2025
Q1 		$423K Buy
2,546
+30
+1% +$5.24K 0.09% 246
2024
Q4 		$433K Sell
2,516
-6,140
-71% -$1.08M 0.09% 228
2024
Q3 		$1.46M Buy
8,656
+173
+2% +$27.4K 0.2% 90
2024
Q2 		$1.29M Buy
8,483
+213
+3% +$31.4K 0.2% 94
2024
Q1 		$1.29M Sell
8,270
-2,932
-26% -$430K 0.2% 98
2023
Q4 		$1.6M Buy
11,202
+1,209
+12% +$146K 0.28% 68
2023
Q3 		$1.08M Sell
9,993
-319
-3% -$37.4K 0.21% 91
2023
Q2 		$1.19M Buy
10,312
+330
+3% +$35.9K 0.24% 82
2023
Q1 		$1.12M Buy
9,982
+122
+1% +$14.6K 0.23% 83
2022
Q4 		$1.16M Buy
9,860
+4,935
+100% +$548K 0.25% 74
2022
Q3 		$442K Buy
4,925
+418
+9% +$42.8K 0.11% 171
2022
Q2 		$428K Buy
4,507
+225
+5% +$25.8K 0.1% 185
2022
Q1 		$563K Buy
4,282
+592
+16% +$84.3K 0.11% 172
2021
Q4 		$590K Sell
3,690
-45
-1% -$6.87K 0.11% 176
2021
Q3 		$485K Buy
3,735
+1,631
+78% +$212K 0.1% 194
2021
Q2 		$274K Sell
2,104
-4
-0.2% -$497 0.06% 316
2021
Q1 		$240K Buy
+2,108
New +$220K 0.05% 332
2020
Q4 		– Sell
-4,254
Closed – – 401
2020
Q3 		$0 Sell
4,254
-62
-1% -$4.07K ﹤0.01% 303
2020
Q2 		$295K Buy
4,316
+453
+12% +$28.4K 0.09% 215
2020
Q1 		$212K Sell
3,863
-364
-9% -$43.5K 0.08% 231
2019
Q4 		$642K Buy
+4,227
New +$634K 0.18% 115

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

Personal CFO Solutions's SPG Position: Q1 2026 in Review

Personal CFO Solutions reduced its Simon Property Group (SPG) stake by 7.1% in Q1 2026, selling an estimated $27.7K and leaving 1,898 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #325.

Personal CFO Solutions first reported a position in SPG in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.6M in Q4 2023. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Personal CFO Solutions held 1,898 shares of Simon Property Group worth $354K as of Q1 2026.
  • Personal CFO Solutions sold 145 Simon Property Group shares in Q1 2026, an estimated $27.7K.
  • Simon Property Group made up 0.05% of Personal CFO Solutions's portfolio in Q1 2026, its #325 holding.
  • Personal CFO Solutions first reported a position in Simon Property Group in Q4 2019 and has held it in 25 quarters since.
  • Personal CFO Solutions's Simon Property Group position peaked at $1.6M in Q4 2023.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.