Sigma Planning Corp’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.2M | Sell |
9,827
-2,995
| -23% | -$616K | 0.06% | 338 |
|
|
2026
Q1 | $2.39M | Buy |
12,822
+560
| +5% | +$107K | 0.07% | 302 |
|
|
2025
Q4 | $2.27M | Buy |
12,262
+4,011
| +49% | +$729K | 0.06% | 304 |
|
|
2025
Q3 | $1.55M | Buy |
8,251
+5,226
| +173% | +$902K | 0.04% | 391 |
|
|
2025
Q2 | $486K | Sell |
3,025
-5,861
| -66% | -$926K | 0.01% | 788 |
|
|
2025
Q1 | $1.48M | Buy |
8,886
+3,047
| +52% | +$533K | 0.05% | 364 |
|
|
2024
Q4 | $1.01M | Sell |
5,839
-223
| -4% | -$39.1K | 0.03% | 485 |
|
|
2024
Q3 | $1.02M | Sell |
6,062
-318
| -5% | -$50.3K | 0.03% | 489 |
|
|
2024
Q2 | $969K | Sell |
6,380
-405
| -6% | -$59.7K | 0.03% | 495 |
|
|
2024
Q1 | $1.06M | Buy |
6,785
+3,769
| +125% | +$553K | 0.03% | 488 |
|
|
2023
Q4 | $430K | Sell |
3,016
-1,839
| -38% | -$222K | 0.03% | 506 |
|
|
2023
Q3 | $525K | Buy |
4,855
+416
| +9% | +$48.7K | 0.02% | 695 |
|
|
2023
Q2 | $513K | Sell |
4,439
-1,293
| -23% | -$141K | 0.02% | 725 |
|
|
2023
Q1 | $642K | Buy |
5,732
+2,218
| +63% | +$265K | 0.02% | 706 |
|
|
2022
Q4 | $413K | Hold |
3,514
| – | – | 0.01% | 846 |
|
|
2022
Q3 | $315K | Sell |
3,514
-1,415
| -29% | -$145K | 0.01% | 926 |
|
|
2022
Q2 | $468K | Sell |
4,929
-2,700
| -35% | -$309K | 0.02% | 781 |
|
|
2022
Q1 | $1M | Buy |
7,629
+2,008
| +36% | +$286K | 0.03% | 534 |
|
|
2021
Q4 | $898K | Buy |
5,621
+96
| +2% | +$14.7K | 0.03% | 595 |
|
|
2021
Q3 | $718K | Buy |
5,525
+197
| +4% | +$25.6K | 0.02% | 662 |
|
|
2021
Q2 | $695K | Buy |
5,328
+1,106
| +26% | +$137K | 0.02% | 691 |
|
|
2021
Q1 | $480K | Buy |
4,222
+550
| +15% | +$57.4K | 0.02% | 781 |
|
|
2020
Q4 | $313K | Sell |
3,672
-7,427
| -67% | -$567K | 0.01% | 884 |
|
|
2020
Q3 | $718K | Sell |
11,099
-388
| -3% | -$25.4K | 0.03% | 489 |
|
|
2020
Q2 | $786K | Buy |
+11,487
| New | +$721K | 0.03% | 457 |
|
|
2020
Q1 | – | Sell |
-1,830
| Closed | -$273K | – | 1086 |
|
|
2019
Q4 | $273K | Buy |
1,830
+437
| +31% | +$65.5K | 0.01% | 840 |
|
|
2019
Q3 | $217K | Buy |
+1,393
| New | +$217K | 0.01% | 892 |
|
|
2018
Q1 | – | Sell |
-3,294
| Closed | -$566K | – | 909 |
|
|
2017
Q4 | $566K | Sell |
3,294
-196
| -6% | -$31.8K | 0.04% | 402 |
|
|
2017
Q3 | $562K | Sell |
3,490
-342
| -9% | -$54.6K | 0.05% | 389 |
|
|
2017
Q2 | $620K | Buy |
3,832
+40
| +1% | +$6.51K | 0.06% | 350 |
|
|
2017
Q1 | $652K | Buy |
3,792
+1,149
| +43% | +$205K | 0.06% | 326 |
|
|
2016
Q4 | $470K | Buy |
2,643
+1,222
| +86% | +$227K | 0.05% | 365 |
|
|
2016
Q3 | $294K | Buy |
1,421
+246
| +21% | +$53.3K | 0.03% | 524 |
|
|
2016
Q2 | $255K | Buy |
+1,175
| New | +$240K | 0.03% | 539 |
|
Other funds holding SPG
Sigma Planning Corp's SPG Position: Q2 2026 in Review
Sigma Planning Corp reduced its Simon Property Group (SPG) stake by 23% in Q2 2026, selling an estimated $616K and leaving 9,827 shares worth $2.2M. The position accounts for 0.06% of the portfolio, ranked #338.
Sigma Planning Corp first reported a position in SPG in Q2 2016 and has held it in 34 quarters since. The position peaked at $2.39M in Q1 2026. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Sigma Planning Corp held 9,827 shares of Simon Property Group worth $2.2M as of Q2 2026.
- Sigma Planning Corp sold 2,995 Simon Property Group shares in Q2 2026, an estimated $616K.
- Simon Property Group made up 0.06% of Sigma Planning Corp's portfolio in Q2 2026, its #338 holding.
- Sigma Planning Corp first reported a position in Simon Property Group in Q2 2016 and has held it in 34 quarters since.
- Sigma Planning Corp's Simon Property Group position peaked at $2.39M in Q1 2026.
- 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.