Plan A Wealth’s Simon Property Group SPG Stock Holding History

Plan A Wealth’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	$257K	Buy	+1,149	New	+$236K	0.11%	144

Other funds holding SPG

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Plan A Wealth's SPG Position: Q2 2026 in Review

Plan A Wealth opened a new position in Simon Property Group (SPG) in Q2 2026: 1,149 shares worth $257K. The stake represents 0.11% of the portfolio and ranks #144 among its holdings.

1,022 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Plan A Wealth held 1,149 shares of Simon Property Group worth $257K as of Q2 2026.
Simon Property Group was a new Plan A Wealth position in Q2 2026.
Simon Property Group made up 0.11% of Plan A Wealth's portfolio in Q2 2026, its #144 holding.
1,022 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.