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Strive Financial Group’s Simon Property Group SPG Stock Holding History

Strive Financial Group’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 		– Sell
-77
Closed -$14.3K – 850
2025
Q4 		$14.3K Buy
+77
New +$14K 0.01% 359

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State Street
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Vanguard Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strive Financial Group's SPG Position: Q1 2026 in Review

Strive Financial Group sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 77 shares — an estimated $14.3K sold.

Strive Financial Group first reported a position in SPG in Q4 2025 and held it in 1 quarter. The position peaked at $14.3K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Strive Financial Group reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • Strive Financial Group sold 77 Simon Property Group shares in Q1 2026, an estimated $14.3K.
  • Strive Financial Group first reported a position in Simon Property Group in Q4 2025 and held it in 1 quarter.
  • Strive Financial Group's Simon Property Group position peaked at $14.3K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Strive Financial Group's 13F filing for Q1 2026, filed 15 May 2026.