UFPG
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United Financial Planning Group’s Simon Property Group SPG Stock Holding History

United Financial Planning 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
-1
Closed -$185 – 608
2025
Q4 		$185 Buy
+1
New +$182 ﹤0.01% 474

Other funds holding SPG

BlackRock
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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

United Financial Planning Group's SPG Position: Q1 2026 in Review

United Financial Planning Group sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 1 share — an estimated $185 sold.

United Financial Planning Group first reported a position in SPG in Q4 2025 and held it in 1 quarter. The position peaked at $185 in Q4 2025. 1,312 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • United Financial Planning Group reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 1 Simon Property Group share in Q1 2026, an estimated $185.
  • United Financial Planning Group first reported a position in Simon Property Group in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Simon Property Group position peaked at $185 in Q4 2025.
  • 1,312 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.