PWPS
SPG icon

Pinnacle Wealth Planning Services’s Simon Property Group SPG Stock Holding History

Pinnacle Wealth Planning Services’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 		$423K Buy
2,266
+12
+0.5% +$2.29K 0.04% 249
2025
Q4 		$417K Buy
2,254
+6
+0.3% +$1.09K 0.04% 243
2025
Q3 		$422K Buy
2,248
+623
+38% +$108K 0.05% 246
2025
Q2 		$261K Buy
1,625
+361
+29% +$57K 0.03% 339
2025
Q1 		$210K Buy
1,264
+31
+3% +$5.42K 0.03% 352
2024
Q4 		$212K Sell
1,233
-318
-21% -$55.8K 0.03% 346
2024
Q3 		$262K Sell
1,551
-8
-0.5% -$1.27K 0.04% 344
2024
Q2 		$237K Buy
1,559
+4
+0.3% +$589 0.03% 361
2024
Q1 		$243K Sell
1,555
-17
-1% -$2.49K 0.04% 368
2023
Q4 		$224K Buy
+1,572
New +$190K 0.04% 362
2022
Q1 		– Sell
-1,516
Closed -$242K – 475
2021
Q4 		$242K Buy
+1,516
New +$231K 0.05% 309
2021
Q1 		– Sell
-1,120
Closed -$96K – 1703
2020
Q4 		$96K Buy
+1,120
New +$85.5K 0.02% 485

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

Pinnacle Wealth Planning Services's SPG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Simon Property Group (SPG) stake by 0.53% in Q1 2026, buying an estimated $2.29K and bringing the position to 2,266 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #249.

Pinnacle Wealth Planning Services first reported a position in SPG in Q4 2020 and has held it in 12 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,266 shares of Simon Property Group worth $423K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 12 Simon Property Group shares in Q1 2026, an estimated $2.29K.
  • Simon Property Group made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #249 holding.
  • Pinnacle Wealth Planning Services first reported a position in Simon Property Group in Q4 2020 and has held it in 12 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.