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PFG Investments’s Simon Property Group SPG Stock Holding History

PFG Investments’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 		$508K Sell
2,271
-70
-3% -$14.4K 0.02% 656
2026
Q1 		$437K Buy
2,341
+50
+2% +$9.54K 0.02% 668
2025
Q4 		$424K Buy
2,291
+94
+4% +$17.1K 0.02% 631
2025
Q3 		$412K Sell
2,197
-297
-12% -$51.3K 0.02% 623
2025
Q2 		$401K Sell
2,494
-488
-16% -$77.1K 0.02% 604
2025
Q1 		$495K Sell
2,982
-689
-19% -$120K 0.03% 501
2024
Q4 		$632K Sell
3,671
-5
-0.1% -$878 0.04% 406
2024
Q3 		$621K Buy
3,676
+329
+10% +$52.1K 0.04% 419
2024
Q2 		$508K Buy
3,347
+115
+4% +$16.9K 0.04% 441
2024
Q1 		$506K Buy
3,232
+1,171
+57% +$172K 0.03% 525
2023
Q4 		$294K Sell
2,061
-220
-10% -$26.6K 0.05% 356
2023
Q3 		$246K Sell
2,281
-84
-4% -$9.84K 0.05% 407
2023
Q2 		$273K Buy
2,365
+113
+5% +$12.3K 0.05% 387
2023
Q1 		$252K Buy
+2,252
New +$269K 0.05% 387

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

PFG Investments's SPG Position: Q2 2026 in Review

PFG Investments reduced its Simon Property Group (SPG) stake by 3% in Q2 2026, selling an estimated $14.4K and leaving 2,271 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #656.

PFG Investments first reported a position in SPG in Q1 2023 and has held it in 14 quarters since. The position peaked at $632K in Q4 2024. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • PFG Investments held 2,271 shares of Simon Property Group worth $508K as of Q2 2026.
  • PFG Investments sold 70 Simon Property Group shares in Q2 2026, an estimated $14.4K.
  • Simon Property Group made up 0.02% of PFG Investments's portfolio in Q2 2026, its #656 holding.
  • PFG Investments first reported a position in Simon Property Group in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's Simon Property Group position peaked at $632K in Q4 2024.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.