Vision Retirement’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$101K Buy
453
+3
+0.7% +$617 0.02% 172
2026
Q1
$83.9K Buy
450
+4
+0.9% +$763 0.02% 175
2025
Q4
$82.5K Buy
+446
New +$81K 0.02% 179

Other funds holding SPG

Vision Retirement's SPG Position: Q2 2026 in Review

Vision Retirement increased its Simon Property Group (SPG) stake by 0.67% in Q2 2026, buying an estimated $617 and bringing the position to 453 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #172.

Vision Retirement first reported a position in SPG in Q4 2025 and has held it in 3 quarters since. 1,293 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Vision Retirement held 453 shares of Simon Property Group worth $101K as of Q2 2026.
  • Vision Retirement bought 3 Simon Property Group shares in Q2 2026, an estimated $617.
  • Simon Property Group made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #172 holding.
  • Vision Retirement first reported a position in Simon Property Group in Q4 2025 and has held it in 3 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.