Toth Financial Advisory’s Simon Property Group SPG Stock Holding History

Toth Financial Advisory’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	$22.4K	Buy	100 +97	+3,233%	+$20K	﹤0.01%	493
2026 Q1	$560	Hold	3	–	–	﹤0.01%	844
2025 Q4	$556	Buy	+3	New	+$545	﹤0.01%	806
2023 Q2	–	Sell	-18	Closed	-$2.02K	–	885
2023 Q1	$2.02K	Buy	+18	New	+$2.15K	﹤0.01%	649
2022 Q4	–	Sell	-15	Closed	-$1K	–	798
2022 Q3	$1K	Sell	15 -85	-85%	-$8.69K	﹤0.01%	718
2022 Q2	$9K	Hold	100	–	–	﹤0.01%	456
2022 Q1	$13K	Hold	100	–	–	﹤0.01%	442
2021 Q4	$16K	Hold	100	–	–	﹤0.01%	425
2021 Q3	$13K	Hold	100	–	–	﹤0.01%	450
2021 Q2	$13K	Hold	100	–	–	﹤0.01%	433
2021 Q1	$11K	Buy	+100	New	+$10.4K	﹤0.01%	460
2020 Q4	–	Sell	-200	Closed	-$13K	–	629
2020 Q3	$13K	Hold	200	–	–	﹤0.01%	357
2020 Q2	$14K	Buy	200 +80	+67%	+$5.02K	﹤0.01%	320
2020 Q1	$7K	Hold	120	–	–	﹤0.01%	308
2019 Q4	$18K	Hold	120	–	–	﹤0.01%	267
2019 Q3	$19K	Buy	+120	New	+$18.7K	﹤0.01%	279

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

Toth Financial Advisory's SPG Position: Q2 2026 in Review

Toth Financial Advisory increased its Simon Property Group (SPG) stake by 3,233% in Q2 2026, buying an estimated $20K and bringing the position to 100 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Toth Financial Advisory first reported a position in SPG in Q3 2019 and has held it in 16 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Toth Financial Advisory held 100 shares of Simon Property Group worth $22.4K as of Q2 2026.
Toth Financial Advisory bought 97 Simon Property Group shares in Q2 2026, an estimated $20K.
Simon Property Group made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #493 holding.
Toth Financial Advisory first reported a position in Simon Property Group in Q3 2019 and has held it in 16 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.