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Bard Financial Services’s Simon Property Group SPG Stock Holding History

Bard Financial Services’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
Q3 		$336K Hold
1,790
– – 0.04% 166
2025
Q2 		$288K Sell
1,790
-250
-12% -$39.5K 0.03% 174
2025
Q1 		$339K Sell
2,040
-170
-8% -$29.7K 0.04% 167
2024
Q4 		$381K Hold
2,210
– – 0.05% 161
2024
Q3 		$374K Sell
2,210
-250
-10% -$39.6K 0.04% 169
2024
Q2 		$373K Hold
2,460
– – 0.04% 170
2024
Q1 		$385K Buy
2,460
+45
+2% +$6.6K 0.04% 176
2023
Q4 		$344K Buy
2,415
+165
+7% +$19.9K 0.04% 177
2023
Q3 		$243K Sell
2,250
-500
-18% -$58.6K 0.03% 194
2023
Q2 		$318K Hold
2,750
– – 0.02% 252
2023
Q1 		$308K Hold
2,750
– – 0.02% 254
2022
Q4 		$323K Buy
2,750
+500
+22% +$55.6K 0.03% 239
2022
Q3 		$202K Buy
+2,250
New +$230K 0.02% 273

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Financial Services's SPG Position: Q3 2025 in Review

Bard Financial Services held its Simon Property Group (SPG) position steady in Q3 2025 at 1,790 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #166.

Bard Financial Services first reported a position in SPG in Q3 2022 and has held it in 13 quarters since. The position peaked at $385K in Q1 2024. 1,221 funds tracked by Wall St. Rank hold SPG as of Q3 2025.

  • Bard Financial Services held 1,790 shares of Simon Property Group worth $336K as of Q3 2025.
  • Bard Financial Services left its Simon Property Group share count unchanged in Q3 2025.
  • Simon Property Group made up 0.04% of Bard Financial Services's portfolio in Q3 2025, its #166 holding.
  • Bard Financial Services first reported a position in Simon Property Group in Q3 2022 and has held it in 13 quarters since.
  • Bard Financial Services's Simon Property Group position peaked at $385K in Q1 2024.
  • 1,221 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.