Balboa Wealth Partners
SPG icon

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
Q3 		– Sell
-1,059
Closed -$237K – 503
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

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Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Balboa Wealth Partners's SPG Position: Q3 2026 in Review

Balboa Wealth Partners sold out of Simon Property Group (SPG) in Q3 2026, closing a stake of 1,059 shares — an estimated $237K sold.

Balboa Wealth Partners first reported a position in SPG in Q3 2024 and held it in 3 quarters. The position peaked at $237K in Q2 2026. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Balboa Wealth Partners reported no remaining Simon Property Group position as of Q3 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,059 Simon Property Group shares in Q3 2026, an estimated $237K.
  • Balboa Wealth Partners first reported a position in Simon Property Group in Q3 2024 and held it in 3 quarters.
  • Balboa Wealth Partners's Simon Property Group position peaked at $237K in Q2 2026.
  • 1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.