Bank Julius Baer & Co
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Bank Julius Baer & Co’s Simon Property Group SPG Stock Holding History

Bank Julius Baer & Co’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 		$9.85M Buy
43,912
+11,152
+34% +$2.29M 0.03% 211
2026
Q1 		$6.11M Buy
32,760
+5,787
+21% +$1.1M 0.02% 212
2025
Q4 		$4.99M Buy
26,973
+1,782
+7% +$324K 0.01% 236
2025
Q3 		$4.73M Buy
25,191
+2,891
+13% +$499K 0.01% 244
2025
Q2 		$3.59M Buy
22,300
+1,614
+8% +$255K 0.01% 278
2025
Q1 		$3.44M Buy
20,686
+2,543
+14% +$444K 0.01% 265
2024
Q4 		$3.45M Buy
18,143
+11,221
+162% +$1.97M 0.01% 255
2024
Q3 		$1.39M Buy
6,922
+294
+4% +$46.5K ﹤0.01% 271
2024
Q2 		$1.12M Buy
6,628
+2,182
+49% +$321K ﹤0.01% 232
2024
Q1 		$696K Buy
4,446
+237
+6% +$34.8K ﹤0.01% 290
2023
Q4 		$600K Buy
4,209
+233
+6% +$28.2K ﹤0.01% 314
2023
Q3 		$430K Sell
3,976
-554
-12% -$64.9K ﹤0.01% 333
2023
Q2 		$523K Buy
4,530
+1,249
+38% +$136K ﹤0.01% 327
2023
Q1 		$367K Sell
3,281
-179
-5% -$21.4K ﹤0.01% 378
2022
Q4 		$406K Sell
3,460
-1,355
-28% -$151K ﹤0.01% 359
2022
Q3 		$432K Sell
4,815
-2,259
-32% -$231K ﹤0.01% 345
2022
Q2 		$671K Buy
7,074
+673
+11% +$77.1K ﹤0.01% 317
2022
Q1 		$842K Buy
6,401
+172
+3% +$24.5K 0.01% 300
2021
Q4 		$995K Sell
6,229
-977
-14% -$149K 0.01% 354
2021
Q3 		$937K Buy
7,206
+86
+1% +$11.2K 0.01% 339
2021
Q2 		$929K Sell
7,120
-871
-11% -$108K 0.01% 358
2021
Q1 		$909K Buy
7,991
+111
+1% +$11.6K 0.01% 353
2020
Q4 		$672K Sell
7,880
-970
-11% -$74.1K 0.01% 406
2020
Q3 		$572K Sell
8,850
-2,021
-19% -$133K 0.01% 366
2020
Q2 		$743K Sell
10,871
-75
-0.7% -$4.71K 0.01% 311
2020
Q1 		$601K Buy
+10,946
New +$1.31M 0.01% 293

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

Bank Julius Baer & Co's SPG Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Simon Property Group (SPG) stake by 34% in Q2 2026, buying an estimated $2.29M and bringing the position to 43,912 shares worth $9.85M. The position accounts for 0.03% of the portfolio, ranked #211.

Bank Julius Baer & Co first reported a position in SPG in Q1 2020 and has held it in 26 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Bank Julius Baer & Co held 43,912 shares of Simon Property Group worth $9.85M as of Q2 2026.
  • Bank Julius Baer & Co bought 11,152 Simon Property Group shares in Q2 2026, an estimated $2.29M.
  • Simon Property Group made up 0.03% of Bank Julius Baer & Co's portfolio in Q2 2026, its #211 holding.
  • Bank Julius Baer & Co first reported a position in Simon Property Group in Q1 2020 and has held it in 26 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.