Planning Strategies Inc.’s Simon Property Group SPG Stock Holding History

Planning Strategies Inc.’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	$4.7K	Buy	+21	New	+$4.32K	﹤0.01%	428

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Planning Strategies Inc.'s SPG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Simon Property Group (SPG) in Q2 2026: 21 shares worth $4.7K. The stake represents ﹤0.01% of the portfolio and ranks #428 among its holdings.

490 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Planning Strategies Inc. held 21 shares of Simon Property Group worth $4.7K as of Q2 2026.
Simon Property Group was a new Planning Strategies Inc. position in Q2 2026.
Simon Property Group made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #428 holding.
490 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.