Baker Avenue Asset Management’s Simon Property Group SPG Stock Holding History

Baker Avenue Asset Management’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	$453K	Buy	2,025 +728	+56%	+$150K	0.01%	543
2026 Q1	$242K	Sell	1,297 -30	-2%	-$5.72K	0.01%	671
2025 Q4	$246K	Sell	1,327 -637	-32%	-$116K	0.01%	556
2025 Q3	$369K	Buy	1,964 +318	+19%	+$54.9K	0.01%	427
2025 Q2	$265K	Sell	1,646 -35	-2%	-$5.53K	0.01%	413
2025 Q1	$279K	Sell	1,681 -869	-34%	-$152K	0.01%	369
2024 Q4	$439K	Buy	2,550 +1,156	+83%	+$203K	0.01%	312
2024 Q3	$236K	Buy	+1,394	New	+$221K	0.01%	383
2023 Q4	–	Sell	-335	Closed	-$36.2K	–	1321
2023 Q3	$36.2K	Sell	335 -17	-5%	-$1.99K	﹤0.01%	565
2023 Q2	$40.7K	Sell	352 -488	-58%	-$53.2K	﹤0.01%	552
2023 Q1	$94.1K	Sell	840 -4,087	-83%	-$488K	0.01%	440
2022 Q4	$579K	Buy	+4,927	New	+$548K	0.03%	224

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Avenue Asset Management's SPG Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Simon Property Group (SPG) stake by 56% in Q2 2026, buying an estimated $150K and bringing the position to 2,025 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #543.

Baker Avenue Asset Management first reported a position in SPG in Q4 2022 and has held it in 12 quarters since. The position peaked at $579K in Q4 2022. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Baker Avenue Asset Management held 2,025 shares of Simon Property Group worth $453K as of Q2 2026.
Baker Avenue Asset Management bought 728 Simon Property Group shares in Q2 2026, an estimated $150K.
Simon Property Group made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #543 holding.
Baker Avenue Asset Management first reported a position in Simon Property Group in Q4 2022 and has held it in 12 quarters since.
Baker Avenue Asset Management's Simon Property Group position peaked at $579K in Q4 2022.
1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.