Providence First Trust’s Simon Property Group SPG Stock Holding History

Providence First Trust’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	$464K	Buy	2,076 +632	+44%	+$130K	0.13%	151
2026 Q1	$269K	Buy	1,444 +347	+32%	+$66.2K	0.09%	167
2025 Q4	$203K	Buy	+1,097	New	+$199K	0.07%	168
2025 Q1	–	Sell	-87	Closed	-$15K	–	176
2024 Q4	$15K	Buy	+87	New	+$15.3K	0.01%	173
2021 Q1	–	Sell	-10,595	Closed	-$904K	–	95
2020 Q4	$904K	Buy	10,595 +5,744	+118%	+$439K	0.46%	61
2020 Q3	$314K	Buy	+4,851	New	+$318K	0.31%	70

Other funds holding SPG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Providence First Trust's SPG Position: Q2 2026 in Review

Providence First Trust increased its Simon Property Group (SPG) stake by 44% in Q2 2026, buying an estimated $130K and bringing the position to 2,076 shares worth $464K. The position accounts for 0.13% of the portfolio, ranked #151.

Providence First Trust first reported a position in SPG in Q3 2020 and has held it in 6 quarters since. The position peaked at $904K in Q4 2020. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Providence First Trust held 2,076 shares of Simon Property Group worth $464K as of Q2 2026.
Providence First Trust bought 632 Simon Property Group shares in Q2 2026, an estimated $130K.
Simon Property Group made up 0.13% of Providence First Trust's portfolio in Q2 2026, its #151 holding.
Providence First Trust first reported a position in Simon Property Group in Q3 2020 and has held it in 6 quarters since.
Providence First Trust's Simon Property Group position peaked at $904K in Q4 2020.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Providence First Trust's 13F filing for Q2 2026, filed 27 Jul 2026.