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Retirement Planning Company of New England’s Simon Property Group SPG Stock Holding History

Retirement Planning Company of New England’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 		$1.3M Sell
5,809
-79
-1% -$16.3K 0.47% 60
2026
Q1 		$1.1M Buy
5,888
+24
+0.4% +$4.58K 0.45% 65
2025
Q4 		$1.09M Sell
5,864
-389
-6% -$70.7K 0.44% 66
2025
Q3 		$1.17M Sell
6,253
-38
-0.6% -$6.56K 0.47% 55
2025
Q2 		$1.01M Sell
6,291
-20
-0.3% -$3.16K 0.45% 61
2025
Q1 		$1.05M Sell
6,311
-13
-0.2% -$2.27K 0.52% 51
2024
Q4 		$1.09M Sell
6,324
-44
-0.7% -$7.72K 0.53% 50
2024
Q3 		$1.08M Sell
6,368
-109
-2% -$17.3K 0.54% 50
2024
Q2 		$983K Sell
6,477
-99
-2% -$14.6K 0.54% 52
2024
Q1 		$1.03M Sell
6,576
-459
-7% -$67.3K 0.56% 52
2023
Q4 		$1M Buy
7,035
+136
+2% +$16.4K 0.45% 66
2023
Q3 		$745K Buy
6,899
+277
+4% +$32.4K 0.42% 74
2023
Q2 		$765K Buy
6,622
+241
+4% +$26.3K 0.44% 77
2023
Q1 		$714K Buy
6,381
+75
+1% +$8.96K 0.43% 75
2022
Q4 		$741K Sell
6,306
-28
-0.4% -$3.11K 0.48% 72
2022
Q3 		$568K Buy
6,334
+527
+9% +$53.9K 0.41% 80
2022
Q2 		$551K Buy
5,807
+943
+19% +$108K 0.38% 91
2022
Q1 		$640K Buy
4,864
+222
+5% +$31.6K 0.36% 89
2021
Q4 		$741K Buy
+4,642
New +$709K 0.36% 76

Other funds holding SPG

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Retirement Planning Company of New England's SPG Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Simon Property Group (SPG) stake by 1.3% in Q2 2026, selling an estimated $16.3K and leaving 5,809 shares worth $1.3M. The position accounts for 0.47% of the portfolio, ranked #60.

Retirement Planning Company of New England first reported a position in SPG in Q4 2021 and has held it in 19 quarters since. 824 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Retirement Planning Company of New England held 5,809 shares of Simon Property Group worth $1.3M as of Q2 2026.
  • Retirement Planning Company of New England sold 79 Simon Property Group shares in Q2 2026, an estimated $16.3K.
  • Simon Property Group made up 0.47% of Retirement Planning Company of New England's portfolio in Q2 2026, its #60 holding.
  • Retirement Planning Company of New England first reported a position in Simon Property Group in Q4 2021 and has held it in 19 quarters since.
  • 824 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.