Plancorp LLC
SPG icon

Plancorp LLC’s Simon Property Group SPG Stock Holding History

Plancorp LLC’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
Q3 		$212K Buy
+975
New +$212K ﹤0.01% 432

Other funds holding SPG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Plancorp LLC's SPG Position: Q3 2026 in Review

Plancorp LLC opened a new position in Simon Property Group (SPG) in Q3 2026: 975 shares worth $212K. The stake represents ﹤0.01% of the portfolio and ranks #432 among its holdings.

863 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Plancorp LLC held 975 shares of Simon Property Group worth $212K as of Q3 2026.
  • Simon Property Group was a new Plancorp LLC position in Q3 2026.
  • Simon Property Group made up ﹤0.01% of Plancorp LLC's portfolio in Q3 2026, its #432 holding.
  • 863 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.