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Strategic Financial Concepts’s Simon Property Group SPG Stock Holding History

Strategic Financial Concepts’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 		$358K Sell
1,601
-472
-23% -$97.1K 0.11% 165
2026
Q1 		$387K Buy
+2,073
New +$395K 0.1% 182
2025
Q4 		– Sell
-1,620
Closed -$304K – 276
2025
Q3 		$304K Buy
1,620
+72
+5% +$12.4K 0.04% 191
2025
Q2 		$249K Sell
1,548
-518
-25% -$81.8K 0.04% 227
2025
Q1 		$343K Sell
2,066
-702
-25% -$123K 0.06% 220
2024
Q4 		$477K Buy
2,768
+17
+0.6% +$2.98K 0.09% 183
2024
Q3 		$465K Buy
2,751
+2,732
+14,379% +$433K 0.15% 130
2024
Q2 		$2.92K Sell
19
-2,491
-99% -$367K ﹤0.01% 519
2024
Q1 		$393K Buy
+2,510
New +$368K 0.09% 192
2023
Q4 		– Sell
-2,252
Closed -$243K – 250
2023
Q3 		$243K Hold
2,252
– – 0.08% 216
2023
Q2 		$260K Sell
2,252
-83
-4% -$9.04K 0.1% 189
2023
Q1 		$261K Buy
+2,335
New +$279K 0.11% 171

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

Strategic Financial Concepts's SPG Position: Q2 2026 in Review

Strategic Financial Concepts reduced its Simon Property Group (SPG) stake by 23% in Q2 2026, selling an estimated $97.1K and leaving 1,601 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #165.

Strategic Financial Concepts first reported a position in SPG in Q1 2023 and has held it in 12 quarters since. The position peaked at $477K in Q4 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Strategic Financial Concepts held 1,601 shares of Simon Property Group worth $358K as of Q2 2026.
  • Strategic Financial Concepts sold 472 Simon Property Group shares in Q2 2026, an estimated $97.1K.
  • Simon Property Group made up 0.11% of Strategic Financial Concepts's portfolio in Q2 2026, its #165 holding.
  • Strategic Financial Concepts first reported a position in Simon Property Group in Q1 2023 and has held it in 12 quarters since.
  • Strategic Financial Concepts's Simon Property Group position peaked at $477K in Q4 2024.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.