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Tobias Financial Advisors’s Simon Property Group SPG Stock Holding History

Tobias Financial Advisors’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 		$852K Buy
3,811
+30
+0.8% +$6.17K 0.11% 76
2026
Q1 		$705K Sell
3,781
-23
-0.6% -$4.39K 0.1% 81
2025
Q4 		$704K Buy
3,804
+57
+2% +$10.4K 0.1% 83
2025
Q3 		$703K Sell
3,747
-29
-0.8% -$5.01K 0.11% 80
2025
Q2 		$607K Buy
3,776
+46
+1% +$7.27K 0.1% 79
2025
Q1 		$619K Buy
3,730
+36
+1% +$6.29K 0.12% 66
2024
Q4 		$636K Buy
3,694
+34
+0.9% +$5.97K 0.13% 65
2024
Q3 		$619K Buy
3,660
+97
+3% +$15.4K 0.12% 61
2024
Q2 		$541K Buy
3,563
+88
+3% +$13K 0.12% 64
2024
Q1 		$544K Buy
3,475
+35
+1% +$5.13K 0.12% 65
2023
Q4 		$491K Buy
3,440
+70
+2% +$8.46K 0.12% 62
2023
Q3 		$364K Buy
3,370
+41
+1% +$4.8K 0.1% 66
2023
Q2 		$384K Buy
3,329
+40
+1% +$4.36K 0.1% 66
2023
Q1 		$368K Buy
3,289
+40
+1% +$4.78K 0.11% 65
2022
Q4 		$382K Sell
3,249
-837
-20% -$93K 0.13% 65
2022
Q3 		$367K Sell
4,086
-6
-0.1% -$614 0.13% 64
2022
Q2 		$388K Buy
+4,092
New +$469K 0.13% 62
2022
Q1 		– Sell
-181,129
Closed -$28.9M – 121
2021
Q4 		$28.9M Buy
+181,129
New +$27.6M 2.27% 18

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

Tobias Financial Advisors's SPG Position: Q2 2026 in Review

Tobias Financial Advisors increased its Simon Property Group (SPG) stake by 0.79% in Q2 2026, buying an estimated $6.17K and bringing the position to 3,811 shares worth $852K. The position accounts for 0.11% of the portfolio, ranked #76.

Tobias Financial Advisors first reported a position in SPG in Q4 2021 and has held it in 18 quarters since. The position peaked at $28.9M in Q4 2021. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Tobias Financial Advisors held 3,811 shares of Simon Property Group worth $852K as of Q2 2026.
  • Tobias Financial Advisors bought 30 Simon Property Group shares in Q2 2026, an estimated $6.17K.
  • Simon Property Group made up 0.11% of Tobias Financial Advisors's portfolio in Q2 2026, its #76 holding.
  • Tobias Financial Advisors first reported a position in Simon Property Group in Q4 2021 and has held it in 18 quarters since.
  • Tobias Financial Advisors's Simon Property Group position peaked at $28.9M in Q4 2021.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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