TFC Financial Management’s Simon Property Group SPG Stock Holding History

TFC Financial Management’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	$237K	Buy	1,061 +5	+0.5%	+$1.03K	0.03%	132
2026 Q1	$197K	Hold	1,056	–	–	0.02%	130
2025 Q4	$195K	Hold	1,056	–	–	0.02%	131
2025 Q3	$198K	Hold	1,056	–	–	0.03%	127
2025 Q2	$170K	Sell	1,056 -2	-0.2%	-$316	0.02%	140
2025 Q1	$176K	Hold	1,058	–	–	0.03%	134
2024 Q4	$182K	Hold	1,058	–	–	0.03%	132
2024 Q3	$179K	Buy	1,058 +1,047	+9,518%	+$166K	0.03%	135
2024 Q2	$1.67K	Sell	11 -3	-21%	-$442	﹤0.01%	504
2024 Q1	$2.19K	Buy	14 +3	+27%	+$440	﹤0.01%	455
2023 Q4	$1.57K	Sell	11 -3	-21%	-$363	﹤0.01%	477
2023 Q3	$1.51K	Hold	14	–	–	﹤0.01%	497
2023 Q2	$1.62K	Hold	14	–	–	﹤0.01%	469
2023 Q1	$1.57K	Buy	14 +6	+75%	+$716	﹤0.01%	479
2022 Q4	$940	Hold	8	–	–	﹤0.01%	461
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	499
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	501
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	508
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	557
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	544
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	549
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	540
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	524
2020 Q3	$1K	Buy	+8	New	+$524	﹤0.01%	497

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

TFC Financial Management's SPG Position: Q2 2026 in Review

TFC Financial Management increased its Simon Property Group (SPG) stake by 0.47% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,061 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #132.

TFC Financial Management first reported a position in SPG in Q3 2020 and has held it in 24 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

TFC Financial Management held 1,061 shares of Simon Property Group worth $237K as of Q2 2026.
TFC Financial Management bought 5 Simon Property Group shares in Q2 2026, an estimated $1.03K.
Simon Property Group made up 0.03% of TFC Financial Management's portfolio in Q2 2026, its #132 holding.
TFC Financial Management first reported a position in Simon Property Group in Q3 2020 and has held it in 24 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.