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 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	Sell	2,751 -421,319	-99%	-$66.7M	0.15%	130
2024 Q2	$2.92K	Buy	424,070 +421,560	+16,795%	+$62.1M	﹤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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Strategic Financial Concepts's SPG Position: Q1 2026 in Review

Strategic Financial Concepts opened a new position in Simon Property Group (SPG) in Q1 2026: 2,073 shares worth $387K. The stake represents 0.1% of the portfolio and ranks #182 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in SPG as recently as Q3 2025.

Strategic Financial Concepts first reported a position in SPG in Q1 2023 and has held it in 11 quarters since. The position peaked at $477K in Q4 2024. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Strategic Financial Concepts held 2,073 shares of Simon Property Group worth $387K as of Q1 2026.
Simon Property Group was a new Strategic Financial Concepts position in Q1 2026.
Simon Property Group made up 0.1% of Strategic Financial Concepts's portfolio in Q1 2026, its #182 holding.
Strategic Financial Concepts first reported a position in Simon Property Group in Q1 2023 and has held it in 11 quarters since.
Strategic Financial Concepts's Simon Property Group position peaked at $477K in Q4 2024.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.