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Phoenix Financial’s Simon Property Group SPG Stock Holding History

Phoenix Financial’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 		– Sell
-1,278
Closed -$238K – 571
2026
Q1 		$238K Sell
1,278
-1,514
-54% -$289K ﹤0.01% 431
2025
Q4 		$516K Buy
+2,792
New +$507K 0.01% 299
2025
Q3 		– Sell
-3,126
Closed -$502K – 493
2025
Q2 		$502K Buy
+3,126
New +$494K 0.01% 285
2020
Q4 		– Sell
-7,300
Closed -$441K – 419
2020
Q3 		$441K Buy
7,300
+1,782
+32% +$117K 0.02% 237
2020
Q2 		$355K Buy
+5,518
New +$346K 0.02% 254

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

Phoenix Financial's SPG Position: Q2 2026 in Review

Phoenix Financial sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 1,278 shares — an estimated $238K sold.

Phoenix Financial first reported a position in SPG in Q2 2020 and held it in 5 quarters. The position peaked at $516K in Q4 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Phoenix Financial reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 1,278 Simon Property Group shares in Q2 2026, an estimated $238K.
  • Phoenix Financial first reported a position in Simon Property Group in Q2 2020 and held it in 5 quarters.
  • Phoenix Financial's Simon Property Group position peaked at $516K in Q4 2025.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.