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Turning Point Benefit Group’s Simon Property Group SPG Stock Holding History

Turning Point Benefit Group’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 		– Sell
-22
Closed -$4.07K – 689
2025
Q4 		$4.07K Buy
22
+19
+633% +$3.45K ﹤0.01% 331
2025
Q3 		$557 Buy
+3
New +$518 ﹤0.01% 475

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Turning Point Benefit Group's SPG Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 22 shares — an estimated $4.07K sold.

Turning Point Benefit Group first reported a position in SPG in Q3 2025 and held it in 2 quarters. The position peaked at $4.07K in Q4 2025. 1,308 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 22 Simon Property Group shares in Q1 2026, an estimated $4.07K.
  • Turning Point Benefit Group first reported a position in Simon Property Group in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Simon Property Group position peaked at $4.07K in Q4 2025.
  • 1,308 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.