PFS Partners’s Simon Property Group SPG Stock Holding History

PFS Partners’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	$128K	Buy	571 +1	+0.2%	+$206	0.05%	126
2026 Q1	$106K	Hold	570	–	–	0.05%	123
2025 Q4	$105K	Buy	570 +1	+0.2%	+$182	0.05%	119
2025 Q3	$107K	Buy	569 +1	+0.2%	+$173	0.05%	111
2025 Q2	$91.3K	Buy	568 +68	+14%	+$10.7K	0.05%	112
2025 Q1	$83K	Hold	500	–	–	0.04%	111
2024 Q4	$86.1K	Hold	500	–	–	0.05%	109
2024 Q3	$84.5K	Hold	500	–	–	0.05%	104
2024 Q2	$75.9K	Hold	500	–	–	0.05%	104
2024 Q1	$78.2K	Hold	500	–	–	0.05%	97
2023 Q4	$71.3K	Hold	500	–	–	0.05%	107
2023 Q3	$54K	Hold	500	–	–	0.05%	97
2023 Q2	$57.7K	Hold	500	–	–	0.05%	96
2023 Q1	$56K	Hold	500	–	–	0.05%	89
2022 Q4	$58.7K	Hold	500	–	–	0.06%	81
2022 Q3	$44.9K	Buy	+500	New	+$51.1K	0.05%	90

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFS Partners's SPG Position: Q2 2026 in Review

PFS Partners increased its Simon Property Group (SPG) stake by 0.18% in Q2 2026, buying an estimated $206 and bringing the position to 571 shares worth $128K. The position accounts for 0.05% of the portfolio, ranked #126.

PFS Partners first reported a position in SPG in Q3 2022 and has held it in 16 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

PFS Partners held 571 shares of Simon Property Group worth $128K as of Q2 2026.
PFS Partners bought 1 Simon Property Group share in Q2 2026, an estimated $206.
Simon Property Group made up 0.05% of PFS Partners's portfolio in Q2 2026, its #126 holding.
PFS Partners first reported a position in Simon Property Group in Q3 2022 and has held it in 16 quarters since.
1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.