Sound Income Strategies’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 | $28.6M | Buy |
128,026
+1,391
| +1% | +$286K | 1.29% | 12 |
|
|
2026
Q1 | $23.8M | Sell |
126,635
-868
| -0.7% | -$166K | 1.15% | 15 |
|
|
2025
Q4 | $23.6M | Buy |
127,503
+6,774
| +6% | +$1.23M | 1.12% | 16 |
|
|
2025
Q3 | $21.6M | Buy |
120,729
+2,108
| +2% | +$364K | 1.18% | 19 |
|
|
2025
Q2 | $19.1M | Buy |
118,621
+7,005
| +6% | +$1.11M | 1.09% | 25 |
|
|
2025
Q1 | $18.5M | Buy |
111,616
+5,907
| +6% | +$1.03M | 1.09% | 28 |
|
|
2024
Q4 | $18.2M | Buy |
105,709
+3,961
| +4% | +$695K | 1.13% | 27 |
|
|
2024
Q3 | $17.2M | Buy |
101,748
+5,138
| +5% | +$813K | 1.11% | 29 |
|
|
2024
Q2 | $14.7M | Buy |
96,610
+5,846
| +6% | +$861K | 0.92% | 31 |
|
|
2024
Q1 | $14.2M | Buy |
90,764
+4,075
| +5% | +$598K | 1.06% | 28 |
|
|
2023
Q4 | $12.4M | Buy |
86,689
+4,187
| +5% | +$506K | 1.03% | 33 |
|
|
2023
Q3 | $8.91M | Buy |
82,502
+4,860
| +6% | +$569K | 0.75% | 39 |
|
|
2023
Q2 | $8.97M | Buy |
77,642
+7,045
| +10% | +$767K | 0.92% | 34 |
|
|
2023
Q1 | $7.9M | Buy |
70,597
+6,949
| +11% | +$830K | 0.86% | 37 |
|
|
2022
Q4 | $7.48M | Buy |
63,648
+9,955
| +19% | +$1.11M | 0.95% | 31 |
|
|
2022
Q3 | $4.82M | Buy |
53,693
+5,123
| +11% | +$524K | 0.7% | 42 |
|
|
2022
Q2 | $4.61M | Buy |
48,570
+3,953
| +9% | +$453K | 0.61% | 44 |
|
|
2022
Q1 | $5.87M | Buy |
44,617
+7,389
| +20% | +$1.05M | 0.68% | 39 |
|
|
2021
Q4 | $5.95M | Buy |
37,228
+4,668
| +14% | +$712K | 0.7% | 36 |
|
|
2021
Q3 | $4.23M | Buy |
32,560
+9,416
| +41% | +$1.23M | 0.55% | 41 |
|
|
2021
Q2 | $3.02M | Buy |
23,144
+8,220
| +55% | +$1.02M | 0.44% | 45 |
|
|
2021
Q1 | $1.7M | Buy |
14,924
+10,341
| +226% | +$1.08M | 0.29% | 58 |
|
|
2020
Q4 | $391K | Buy |
4,583
+4,421
| +2,729% | +$338K | 0.09% | 95 |
|
|
2020
Q3 | $10K | Hold |
162
| – | – | ﹤0.01% | 417 |
|
|
2020
Q2 | $11K | Sell |
162
-30
| -16% | -$1.88K | ﹤0.01% | 376 |
|
|
2020
Q1 | $11K | Buy |
192
+135
| +237% | +$16.1K | ﹤0.01% | 335 |
|
|
2019
Q4 | $8K | Hold |
57
| – | – | ﹤0.01% | 381 |
|
|
2019
Q3 | $9K | Hold |
57
| – | – | ﹤0.01% | 333 |
|
|
2019
Q2 | $9K | Sell |
57
-17
| -23% | -$2.93K | ﹤0.01% | 351 |
|
|
2019
Q1 | $13K | Buy |
74
+17
| +30% | +$3.02K | 0.01% | 296 |
|
|
2018
Q4 | $10K | Hold |
57
| – | – | 0.01% | 330 |
|
|
2018
Q3 | $10K | Hold |
57
| – | – | ﹤0.01% | 356 |
|
|
2018
Q2 | $10K | Buy |
+57
| New | +$9.07K | 0.01% | 317 |
|
Other funds holding SPG
CIM
Sound Income Strategies's SPG Position: Q2 2026 in Review
Sound Income Strategies increased its Simon Property Group (SPG) stake by 1.1% in Q2 2026, buying an estimated $286K and bringing the position to 128,026 shares worth $28.6M. The position accounts for 1.29% of the portfolio, ranked #12.
Sound Income Strategies first reported a position in SPG in Q2 2018 and has held it in 33 quarters since. 777 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Sound Income Strategies held 128,026 shares of Simon Property Group worth $28.6M as of Q2 2026.
- Sound Income Strategies bought 1,391 Simon Property Group shares in Q2 2026, an estimated $286K.
- Simon Property Group made up 1.29% of Sound Income Strategies's portfolio in Q2 2026, its #12 holding.
- Sound Income Strategies first reported a position in Simon Property Group in Q2 2018 and has held it in 33 quarters since.
- 777 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.