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BAM Wealth Management’s Simon Property Group SPG Stock Holding History

BAM Wealth 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 		$359K Buy
1,607
+495
+45% +$102K 0.22% 121
2026
Q1 		$207K Sell
1,112
-14
-1% -$2.67K 0.16% 152
2025
Q4 		$208K Buy
+1,126
New +$205K 0.15% 153

Other funds holding SPG

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

BAM Wealth Management's SPG Position: Q2 2026 in Review

BAM Wealth Management increased its Simon Property Group (SPG) stake by 45% in Q2 2026, buying an estimated $102K and bringing the position to 1,607 shares worth $359K. The position accounts for 0.22% of the portfolio, ranked #121.

BAM Wealth Management first reported a position in SPG in Q4 2025 and has held it in 3 quarters since. 724 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • BAM Wealth Management held 1,607 shares of Simon Property Group worth $359K as of Q2 2026.
  • BAM Wealth Management bought 495 Simon Property Group shares in Q2 2026, an estimated $102K.
  • Simon Property Group made up 0.22% of BAM Wealth Management's portfolio in Q2 2026, its #121 holding.
  • BAM Wealth Management first reported a position in Simon Property Group in Q4 2025 and has held it in 3 quarters since.
  • 724 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.