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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's SPG Position: Q1 2026 in Review

Phoenix Financial reduced its Simon Property Group (SPG) stake by 54% in Q1 2026, selling an estimated $289K and leaving 1,278 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Phoenix Financial first reported a position in SPG in Q2 2020 and has held it in 5 quarters since. The position peaked at $516K in Q4 2025. 1,305 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Phoenix Financial held 1,278 shares of Simon Property Group worth $238K as of Q1 2026.
  • Phoenix Financial sold 1,514 Simon Property Group shares in Q1 2026, an estimated $289K.
  • Simon Property Group made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #431 holding.
  • Phoenix Financial first reported a position in Simon Property Group in Q2 2020 and has held it in 5 quarters since.
  • Phoenix Financial's Simon Property Group position peaked at $516K in Q4 2025.
  • 1,305 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.