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Summit Financial’s Simon Property Group SPG Stock Holding History

Summit Financial’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 		$2.91M Buy
15,604
+11,928
+324% +$2.27M 0.04% 469
2025
Q4 		$680K Sell
3,676
-89
-2% -$16.2K 0.01% 790
2025
Q3 		$707K Sell
3,765
-10
-0.3% -$1.73K 0.01% 763
2025
Q2 		$607K Buy
3,775
+68
+2% +$10.7K 0.01% 531
2025
Q1 		$616K Buy
3,707
+11
+0.3% +$1.92K 0.02% 463
2024
Q4 		$637K Buy
3,696
+785
+27% +$138K 0.02% 405
2024
Q3 		$492K Buy
2,911
+275
+10% +$43.5K 0.02% 376
2024
Q2 		$400K Buy
+2,636
New +$388K 0.02% 364

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Financial's SPG Position: Q1 2026 in Review

Summit Financial increased its Simon Property Group (SPG) stake by 324% in Q1 2026, buying an estimated $2.27M and bringing the position to 15,604 shares worth $2.91M. The position accounts for 0.04% of the portfolio, ranked #469.

Summit Financial first reported a position in SPG in Q2 2024 and has held it in 8 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Summit Financial held 15,604 shares of Simon Property Group worth $2.91M as of Q1 2026.
  • Summit Financial bought 11,928 Simon Property Group shares in Q1 2026, an estimated $2.27M.
  • Simon Property Group made up 0.04% of Summit Financial's portfolio in Q1 2026, its #469 holding.
  • Summit Financial first reported a position in Simon Property Group in Q2 2024 and has held it in 8 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

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