PPL
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Planning Project LLC’s Simon Property Group SPG Stock Holding History

Planning Project 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
2025
Q4 		$29.6K Buy
+160
New +$29.1K 0.01% 83

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Planning Project LLC's SPG Position: Q4 2025 in Review

Planning Project LLC opened a new position in Simon Property Group (SPG) in Q4 2025: 160 shares worth $29.6K. The stake represents 0.01% of the portfolio and ranks #83 among its holdings.

1,289 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Planning Project LLC held 160 shares of Simon Property Group worth $29.6K as of Q4 2025.
  • Simon Property Group was a new Planning Project LLC position in Q4 2025.
  • Simon Property Group made up 0.01% of Planning Project LLC's portfolio in Q4 2025, its #83 holding.
  • 1,289 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.