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Sowell Financial Services’s Simon Property Group SPG Stock Holding History

Sowell Financial Services’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 		$2.14M Buy
9,569
+348
+4% +$71.6K 0.07% 299
2026
Q1 		$1.72M Sell
9,221
-1,036
-10% -$198K 0.06% 323
2025
Q4 		$1.9M Buy
10,257
+625
+6% +$114K 0.07% 292
2025
Q3 		$1.81M Buy
9,632
+336
+4% +$58K 0.07% 305
2025
Q2 		$1.49M Buy
9,296
+10
+0.1% +$1.58K 0.06% 324
2025
Q1 		$1.54M Buy
+9,286
New +$1.62M 0.07% 288
2023
Q2 		– Sell
-4,645
Closed -$520K – 792
2023
Q1 		$520K Buy
+4,645
New +$555K 0.04% 419
2021
Q2 		– Sell
-3,498
Closed -$430K – 2398
2021
Q1 		$430K Buy
3,498
+1,003
+40% +$105K 0.02% 710
2020
Q4 		$213K Sell
2,495
-25
-1% -$1.91K 0.01% 816
2020
Q3 		$163K Buy
2,520
+445
+21% +$29.2K 0.01% 803
2020
Q2 		$142K Sell
2,075
-196
-9% -$12.3K 0.01% 854
2020
Q1 		$125K Buy
2,271
+527
+30% +$63K 0.01% 780
2019
Q4 		$260K Buy
1,744
+60
+4% +$9K 0.02% 632
2019
Q3 		$262K Buy
+1,684
New +$262K 0.02% 571
2019
Q1 		$808K Sell
4,434
-251
-5% -$44.6K 0.09% 238
2018
Q4 		$787K Buy
4,685
+56
+1% +$10K 0.11% 198
2018
Q3 		$818K Buy
+4,629
New +$819K 0.12% 133

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Sowell Financial Services's SPG Position: Q2 2026 in Review

Sowell Financial Services increased its Simon Property Group (SPG) stake by 3.8% in Q2 2026, buying an estimated $71.6K and bringing the position to 9,569 shares worth $2.14M. The position accounts for 0.07% of the portfolio, ranked #299.

Sowell Financial Services first reported a position in SPG in Q3 2018 and has held it in 17 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Sowell Financial Services held 9,569 shares of Simon Property Group worth $2.14M as of Q2 2026.
  • Sowell Financial Services bought 348 Simon Property Group shares in Q2 2026, an estimated $71.6K.
  • Simon Property Group made up 0.07% of Sowell Financial Services's portfolio in Q2 2026, its #299 holding.
  • Sowell Financial Services first reported a position in Simon Property Group in Q3 2018 and has held it in 17 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.