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

Bare 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
2026
Q2 		$13.2K Buy
59
+28
+90% +$5.76K ﹤0.01% 471
2026
Q1 		$5.78K Buy
31
+14
+82% +$2.67K ﹤0.01% 582
2025
Q4 		$3.15K Hold
17
– – ﹤0.01% 704
2025
Q3 		$3.19K Hold
17
– – ﹤0.01% 689
2025
Q2 		$2.73K Buy
+17
New +$2.69K ﹤0.01% 698

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

Bare Financial Services's SPG Position: Q2 2026 in Review

Bare Financial Services increased its Simon Property Group (SPG) stake by 90% in Q2 2026, buying an estimated $5.76K and bringing the position to 59 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Bare Financial Services first reported a position in SPG in Q2 2025 and has held it in 5 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Bare Financial Services held 59 shares of Simon Property Group worth $13.2K as of Q2 2026.
  • Bare Financial Services bought 28 Simon Property Group shares in Q2 2026, an estimated $5.76K.
  • Simon Property Group made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #471 holding.
  • Bare Financial Services first reported a position in Simon Property Group in Q2 2025 and has held it in 5 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.