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Planning Strategies’s Simon Property Group SPG Stock Holding History

Planning Strategies’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 		$4.7K Buy
+21
New +$4.32K ﹤0.01% 428

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Planning Strategies's SPG Position: Q2 2026 in Review

Planning Strategies opened a new position in Simon Property Group (SPG) in Q2 2026: 21 shares worth $4.7K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings.

1,293 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Planning Strategies held 21 shares of Simon Property Group worth $4.7K as of Q2 2026.
  • Simon Property Group was a new Planning Strategies position in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #428 holding.
  • 1,293 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.