AssetMark Inc
SPG icon

AssetMark Inc’s Simon Property Group SPG Stock Holding History

AssetMark 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 		$2.81M Buy
12,566
+808
+7% +$166K ﹤0.01% 875
2026
Q1 		$2.19M Sell
11,758
-1,338
-10% -$255K ﹤0.01% 867
2025
Q4 		$2.42M Buy
13,096
+658
+5% +$120K ﹤0.01% 812
2025
Q3 		$2.33M Buy
12,438
+855
+7% +$148K 0.01% 776
2025
Q2 		$1.86M Buy
11,583
+1,947
+20% +$308K ﹤0.01% 784
2025
Q1 		$1.6M Buy
9,636
+1,091
+13% +$191K ﹤0.01% 769
2024
Q4 		$1.47M Sell
8,545
-224
-3% -$39.3K ﹤0.01% 780
2024
Q3 		$1.48M Buy
8,769
+322
+4% +$51K ﹤0.01% 708
2024
Q2 		$1.28M Buy
8,447
+81
+1% +$11.9K ﹤0.01% 716
2024
Q1 		$1.31M Sell
8,366
-886
-10% -$130K ﹤0.01% 670
2023
Q4 		$1.32M Sell
9,252
-1,161
-11% -$140K ﹤0.01% 614
2023
Q3 		$1.12M Buy
10,413
+630
+6% +$73.8K ﹤0.01% 596
2023
Q2 		$1.13M Sell
9,783
-131
-1% -$14.3K ﹤0.01% 588
2023
Q1 		$1.11M Buy
9,914
+5,822
+142% +$695K ﹤0.01% 582
2022
Q4 		$481K Buy
4,092
+19
+0.5% +$2.11K ﹤0.01% 705
2022
Q3 		$366K Sell
4,073
-531,257
-99% -$54.3M ﹤0.01% 700
2022
Q2 		$50.8M Buy
535,330
+33,821
+7% +$3.88M 0.23% 99
2022
Q1 		$66M Buy
501,509
+500,982
+95,063% +$71.4M 0.28% 87
2021
Q4 		$84K Buy
527
+127
+32% +$19.4K ﹤0.01% 820
2021
Q3 		$52K Sell
400
-1,101
-73% -$143K ﹤0.01% 782
2021
Q2 		$196K Sell
1,501
-802
-35% -$99.7K ﹤0.01% 578
2021
Q1 		$262K Sell
2,303
-6
-0.3% -$626 ﹤0.01% 520
2020
Q4 		$197K Sell
2,309
-38
-2% -$2.9K ﹤0.01% 545
2020
Q3 		$152K Sell
2,347
-270
-10% -$17.7K ﹤0.01% 548
2020
Q2 		$179K Sell
2,617
-4,438
-63% -$278K ﹤0.01% 508
2020
Q1 		$387K Sell
7,055
-17,920
-72% -$2.14M ﹤0.01% 399
2019
Q4 		$3.72M Buy
24,975
+23,201
+1,308% +$3.48M 0.03% 271
2019
Q3 		$276K Buy
1,774
+1,223
+222% +$190K ﹤0.01% 436
2019
Q2 		$88K Buy
551
+45
+9% +$7.75K ﹤0.01% 623
2019
Q1 		$92K Buy
506
+34
+7% +$6.04K ﹤0.01% 599
2018
Q4 		$79K Buy
472
+315
+201% +$56.3K ﹤0.01% 607
2018
Q3 		$28K Buy
157
+2
+1% +$354 ﹤0.01% 866
2018
Q2 		$26K Sell
155
-13
-8% -$2.07K ﹤0.01% 867
2018
Q1 		$26K Sell
168
-195
-54% -$31K ﹤0.01% 892
2017
Q4 		$62K Sell
363
-1,170
-76% -$190K ﹤0.01% 723
2017
Q3 		$247K Sell
1,533
-61,482
-98% -$9.82M ﹤0.01% 442
2017
Q2 		$10.2M Buy
63,015
+7,398
+13% +$1.2M 0.13% 139
2017
Q1 		$9.57M Buy
55,617
+9,140
+20% +$1.63M 0.13% 142
2016
Q4 		$8.26M Buy
46,477
+1,484
+3% +$276K 0.12% 137
2016
Q3 		$9.31M Buy
44,993
+3,394
+8% +$736K 0.14% 127
2016
Q2 		$9.02M Buy
41,599
+2,175
+6% +$444K 0.15% 123
2016
Q1 		$8.19M Buy
39,424
+1,301
+3% +$250K 0.14% 122
2015
Q4 		$7.41M Buy
38,123
+6,710
+21% +$1.3M 0.14% 121
2015
Q3 		$5.77M Buy
31,413
+12,751
+68% +$2.34M 0.12% 117
2015
Q2 		$3.23M Buy
18,662
+901
+5% +$166K 0.07% 130
2015
Q1 		$3.48M Buy
17,761
+231
+1% +$44.8K 0.07% 118
2014
Q4 		$3.19M Buy
17,530
+552
+3% +$97.9K 0.07% 135
2014
Q3 		$2.79M Sell
16,978
-2,021
-11% -$340K 0.06% 145
2014
Q2 		$3.16M Buy
+18,999
New +$3.1M 0.07% 137

Other funds holding SPG

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

AssetMark Inc's SPG Position: Q2 2026 in Review

AssetMark Inc increased its Simon Property Group (SPG) stake by 6.9% in Q2 2026, buying an estimated $166K and bringing the position to 12,566 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #875.

AssetMark Inc first reported a position in SPG in Q2 2014 and has held it in 49 quarters since. The position peaked at $66M in Q1 2022. 558 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • AssetMark Inc held 12,566 shares of Simon Property Group worth $2.81M as of Q2 2026.
  • AssetMark Inc bought 808 Simon Property Group shares in Q2 2026, an estimated $166K.
  • Simon Property Group made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #875 holding.
  • AssetMark Inc first reported a position in Simon Property Group in Q2 2014 and has held it in 49 quarters since.
  • AssetMark Inc's Simon Property Group position peaked at $66M in Q1 2022.
  • 558 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.