Strategic Investment Solutions’s Simon Property Group SPG Stock Holding History

Strategic Investment Solutions’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	$6.23K	Hold	28	–	–	﹤0.01%	485
2026 Q1	$5.14K	Buy	28 +1	+4%	+$191	﹤0.01%	483
2025 Q4	$5.04K	Hold	27	–	–	﹤0.01%	474
2025 Q3	$5.05K	Hold	27	–	–	﹤0.01%	445
2025 Q2	$4.28K	Buy	27 +1	+4%	+$158	﹤0.01%	446
2025 Q1	$4.36K	Buy	26 +2	+8%	+$350	﹤0.01%	454
2024 Q4	$3.47K	Buy	+24	New	+$4.21K	﹤0.01%	492
2024 Q3	–	Sell	-25	Closed	-$3.88K	–	693
2024 Q2	$3.88K	Buy	+25	New	+$3.68K	﹤0.01%	443
2023 Q4	$3.47K	Buy	+24	New	+$2.9K	﹤0.01%	898
2023 Q2	–	Sell	-23	Closed	-$2.6K	–	965
2023 Q1	$2.6K	Buy	+23	New	+$2.75K	﹤0.01%	838

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Investment Solutions's SPG Position: Q2 2026 in Review

Strategic Investment Solutions held its Simon Property Group (SPG) position steady in Q2 2026 at 28 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Strategic Investment Solutions first reported a position in SPG in Q1 2023 and has held it in 10 quarters since. 1,352 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Strategic Investment Solutions held 28 shares of Simon Property Group worth $6.23K as of Q2 2026.
Strategic Investment Solutions left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #485 holding.
Strategic Investment Solutions first reported a position in Simon Property Group in Q1 2023 and has held it in 10 quarters since.
1,352 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.