Bank of America’s Simon Property Group SPG Stock Holding History

Bank of America’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
2025 Q4	–	Sell	-26,000	Closed	-$4.88M	–	8253
2025 Q3	$4.88M	Sell	26,000 -12,400	-32%	-$2.14M	﹤0.01%	4041
2025 Q2	$6.17M	Sell	38,400 -3,000	-7%	-$474K	﹤0.01%	3681
2025 Q1	$6.88M	Buy	41,400 +24,400	+144%	+$4.26M	﹤0.01%	3500
2024 Q4	$2.93M	Buy	17,000 +9,700	+133%	+$1.7M	﹤0.01%	4108
2024 Q3	$1.23M	Sell	7,300 -43,200	-86%	-$6.84M	﹤0.01%	4917
2024 Q2	$7.67M	Sell	50,500 -4,800	-9%	-$707K	﹤0.01%	3211
2024 Q1	$8.65M	Buy	55,300 +24,300	+78%	+$3.56M	﹤0.01%	3119
2023 Q4	$4.42M	Hold	31,000	–	–	﹤0.01%	3659
2023 Q3	$3.35M	Sell	31,000 -15,900	-34%	-$1.86M	﹤0.01%	3773
2023 Q2	$5.42M	Buy	46,900 +42,000	+857%	+$4.57M	﹤0.01%	3326
2023 Q1	$549K	Buy	+4,900	New	+$585K	﹤0.01%	5328
2022 Q2	–	Sell	-65,000	Closed	-$8.55M	–	8357
2022 Q1	$8.55M	Buy	+65,000	New	+$9.26M	﹤0.01%	3020
2020 Q3	–	Sell	-300	Closed	-$21K	–	7151
2020 Q2	$21K	Buy	300 +200	+200%	+$12.5K	﹤0.01%	6255
2020 Q1	$5K	Buy	+100	New	+$12K	﹤0.01%	6502
2019 Q4	–	Sell	-300	Closed	-$47K	–	7373
2019 Q3	$47K	Hold	300	–	–	﹤0.01%	6341
2019 Q2	$48K	Sell	300 -51,000	-99%	-$8.78M	﹤0.01%	6316
2019 Q1	$9.35M	Buy	+51,300	New	+$9.12M	﹤0.01%	2551
2018 Q3	–	Sell	-45,000	Closed	-$7.66M	–	7455
2018 Q2	$7.66M	Buy	+45,000	New	+$7.16M	﹤0.01%	2721
2018 Q1	–	Sell	-1,000	Closed	-$172K	–	7330
2017 Q4	$172K	Sell	1,000 -90,000	-99%	-$14.6M	﹤0.01%	5480
2017 Q3	$14.7M	Buy	91,000 +90,000	+9,000%	+$14.4M	﹤0.01%	2140
2017 Q2	$162K	Sell	1,000 -46,500	-98%	-$7.57M	﹤0.01%	5398
2017 Q1	$8.17M	Sell	47,500 -18,300	-28%	-$3.27M	﹤0.01%	2586
2016 Q4	$11.7M	Buy	65,800 +38,300	+139%	+$7.11M	﹤0.01%	2169
2016 Q3	$5.69M	Hold	27,500	–	–	﹤0.01%	2714
2016 Q2	$5.96M	Buy	27,500 +17,300	+170%	+$3.53M	﹤0.01%	2658
2016 Q1	$2.12M	Buy	+10,200	New	+$1.96M	﹤0.01%	3512
2015 Q4	–	Sell	-10,000	Closed	-$1.84M	–	7450
2015 Q3	$1.84M	Hold	10,000	–	–	﹤0.01%	3847
2015 Q2	$1.73M	Buy	+10,000	New	+$1.84M	﹤0.01%	3611
2015 Q1	–	Sell	-8,100	Closed	-$1.48M	–	7514
2014 Q4	$1.48M	Sell	8,100 -6,100	-43%	-$1.08M	﹤0.01%	3682
2014 Q3	$2.33M	Sell	14,200 -2,200	-13%	-$370K	﹤0.01%	3240
2014 Q2	$2.73M	Buy	16,400 +7,364	+81%	+$1.2M	﹤0.01%	3094
2014 Q1	$1.39M	Sell	9,036 -15,626	-63%	-$2.33M	﹤0.01%	3572
2013 Q4	$3.53M	Sell	24,662 -12,968	-34%	-$1.87M	﹤0.01%	2784
2013 Q3	$5.25M	Sell	37,630 -49,749	-57%	-$7.22M	﹤0.01%	2359
2013 Q2	$13M	Buy	+87,379	New	+$14M	0.01%	1530

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America's SPG Position: Q1 2026 in Review

Bank of America increased its Simon Property Group (SPG) stake by 6.1% in Q1 2026, buying an estimated $93.7M and bringing the position to 8,503,133 shares worth $1.59B. The position accounts for 0.12% of the portfolio, ranked #183.

Bank of America first reported a position in SPG in Q2 2013 and has held it in 52 quarters since. 1,306 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Bank of America held 8,503,133 shares of Simon Property Group worth $1.59B as of Q1 2026.
Bank of America bought 491,519 Simon Property Group shares in Q1 2026, an estimated $93.7M.
Simon Property Group made up 0.12% of Bank of America's portfolio in Q1 2026, its #183 holding.
Bank of America first reported a position in Simon Property Group in Q2 2013 and has held it in 52 quarters since.
1,306 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.