Greystone Financial Group, LLC / SPG
Greystone Financial Group, LLC’s Simon Ppty Group Inc New Position
Does Greystone Financial Group, LLC own Simon Ppty Group Inc New (SPG)? Yes — 42.0K shares worth $8M (+2.22% of its 13F portfolio) as of Q1 2026, down from 69.3K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
42.0K
% of Portfolio
+2.22%
Quarters Held
22
currently held
Position History SPG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 42.0K | $8M | +2.22% |
| Q4 2025 | 69.3K | $13M | +2.00% |
| Q3 2025 | 70.8K | $13M | +2.06% |
| Q2 2025 | 53.4K | $9M | +1.41% |
| Q1 2025 | 46.6K | $8M | +1.40% |
| Q4 2024 | 40.3K | $7M | +1.21% |
| Q3 2024 | 39.7K | $7M | +1.20% |
| Q2 2024 | 38.8K | $6M | +1.15% |
| Q1 2024 | 38.5K | $6M | +1.20% |
| Q4 2023 | 41.2K | $6M | +1.36% |
| Q3 2023 | 45.7K | $5M | +1.23% |
| Q2 2023 | 45.9K | $5M | +1.23% |
| Q1 2023 | 45.4K | $5M | +1.28% |
| Q4 2022 | 73.3K | $9M | +2.53% |
| Q3 2022 | 74.6K | $7M | +2.27% |
| Q2 2022 | 63.7K | $6M | +1.89% |
| Q1 2022 | 57.0K | $8M | +1.90% |
| Q4 2021 | 48.7K | $8M | +1.87% |
| Q3 2021 | 42.6K | $6M | +1.65% |
| Q2 2021 | 57.7K | $8M | +1.87% |
| Q1 2021 | 57.8K | $7M | +1.78% |
| Q4 2020 | 92.9K | $9M | +2.50% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of SPG.