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Balboa Wealth Partners’s Simon Property Group SPG Stock Holding History

Balboa Wealth Partners’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 		$237K Buy
+1,059
New +$218K 0.03% 398
2025
Q1 		– Sell
-1,339
Closed -$231K – 363
2024
Q4 		$231K Buy
1,339
+121
+10% +$21.2K 0.05% 254
2024
Q3 		$206K Buy
+1,218
New +$193K 0.05% 262

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balboa Wealth Partners's SPG Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Simon Property Group (SPG) in Q2 2026: 1,059 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #398 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in SPG as recently as Q4 2024.

Balboa Wealth Partners first reported a position in SPG in Q3 2024 and has held it in 3 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Balboa Wealth Partners held 1,059 shares of Simon Property Group worth $237K as of Q2 2026.
  • Simon Property Group was a new Balboa Wealth Partners position in Q2 2026.
  • Simon Property Group made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #398 holding.
  • Balboa Wealth Partners first reported a position in Simon Property Group in Q3 2024 and has held it in 3 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.