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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
Q2 		$3.48M Sell
15,554
-50
-0.3% -$10.3K 0.04% 450
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 $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

Summit Financial's SPG Position: Q2 2026 in Review

Summit Financial reduced its Simon Property Group (SPG) stake by 0.32% in Q2 2026, selling an estimated $10.3K and leaving 15,554 shares worth $3.48M. The position accounts for 0.04% of the portfolio, ranked #450.

Summit Financial first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Summit Financial held 15,554 shares of Simon Property Group worth $3.48M as of Q2 2026.
  • Summit Financial sold 50 Simon Property Group shares in Q2 2026, an estimated $10.3K.
  • Simon Property Group made up 0.04% of Summit Financial's portfolio in Q2 2026, its #450 holding.
  • Summit Financial first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.