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Greystone Financial Group, LLC → SPG-PJ

Greystone Financial Group, LLC SPG-PJ Position History

Simon Property Group, Inc.

Quarters held
4
Latest value
$8M
Q3 2026
Peak value
$12.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$12.8M
Q1 2026$7.8M
Q2 2026$9M
Q3 2026$8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8M39.7K——
Q2 2026$9M40.3K——
Q1 2026$7.8M42.0K——
Q4 2025$12.8M69.3K——

Other funds holding SPG-PJ

Other Greystone Financial Group, LLC positions

VGES

VANGUARD BD INDEX FDS

$36.7M
VGES

VANGUARD BD INDEX FDS

$29.5M
VGES

VANGUARD BD INDEX FDS

$29.4M
VGES

VANGUARD MALVERN FDS

$28.8M
AAPL

APPLE INC

$22.3M
VGES

VANGUARD WHITEHALL FDS

$22.2M
VGES

VANGUARD BD INDEX FDS

$22M
VGES

VANGUARD BD INDEX FDS

$21.5M