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Ballentine Partners’s Simon Property Group SPG Stock Holding History

Ballentine 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 		$1.12M Buy
4,986
+60
+1% +$12.3K 0.01% 343
2026
Q1 		$919K Buy
4,926
+111
+2% +$21.2K 0.01% 374
2025
Q4 		$891K Buy
4,815
+284
+6% +$51.6K 0.01% 349
2025
Q3 		$850K Sell
4,531
-44
-1% -$7.6K 0.01% 362
2025
Q2 		$735K Sell
4,575
-1,176
-20% -$186K 0.01% 381
2025
Q1 		$955K Buy
5,751
+455
+9% +$79.5K 0.02% 305
2024
Q4 		$912K Buy
5,296
+594
+13% +$104K 0.02% 307
2024
Q3 		$795K Buy
4,702
+75
+2% +$11.9K 0.01% 322
2024
Q2 		$702K Buy
4,627
+389
+9% +$57.3K 0.01% 338
2024
Q1 		$663K Buy
4,238
+316
+8% +$46.3K 0.01% 334
2023
Q4 		$559K Buy
3,922
+684
+21% +$82.7K 0.01% 346
2023
Q3 		$350K Buy
3,238
+18
+0.6% +$2.11K 0.01% 401
2023
Q2 		$372K Buy
3,220
+83
+3% +$9.04K 0.01% 388
2023
Q1 		$351K Buy
3,137
+234
+8% +$27.9K 0.01% 377
2022
Q4 		$341K Buy
2,903
+195
+7% +$21.7K 0.01% 352
2022
Q3 		$243K Buy
2,708
+378
+16% +$38.7K 0.01% 396
2022
Q2 		$221K Buy
2,330
+474
+26% +$54.3K 0.01% 381
2022
Q1 		$243K Buy
1,856
+81
+5% +$11.5K 0.01% 403
2021
Q4 		$284K Buy
1,775
+51
+3% +$7.78K 0.01% 375
2021
Q3 		$223K Buy
1,724
+61
+4% +$7.94K 0.01% 376
2021
Q2 		$217K Buy
+1,663
New +$207K 0.01% 387

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Ballentine Partners's SPG Position: Q2 2026 in Review

Ballentine Partners increased its Simon Property Group (SPG) stake by 1.2% in Q2 2026, buying an estimated $12.3K and bringing the position to 4,986 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #343.

Ballentine Partners first reported a position in SPG in Q2 2021 and has held it in 21 quarters since. 192 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Ballentine Partners held 4,986 shares of Simon Property Group worth $1.12M as of Q2 2026.
  • Ballentine Partners bought 60 Simon Property Group shares in Q2 2026, an estimated $12.3K.
  • Simon Property Group made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #343 holding.
  • Ballentine Partners first reported a position in Simon Property Group in Q2 2021 and has held it in 21 quarters since.
  • 192 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.