Bartlett & Co Wealth Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.4K | Buy |
51
+20
| +65% | +$4.12K | ﹤0.01% | 977 |
|
|
2026
Q1 | $6.25K | Sell |
31
-62
| -67% | -$11.8K | ﹤0.01% | 984 |
|
|
2025
Q4 | $17.2K | Sell |
93
-39
| -30% | -$7.08K | ﹤0.01% | 847 |
|
|
2025
Q3 | $24.8K | Buy |
132
+25
| +23% | +$4.32K | ﹤0.01% | 795 |
|
|
2025
Q2 | $17.2K | Sell |
107
-1
| -0.9% | -$158 | ﹤0.01% | 838 |
|
|
2025
Q1 | $17.9K | Buy |
108
+1
| +0.9% | +$175 | ﹤0.01% | 830 |
|
|
2024
Q4 | $18.4K | Sell |
107
-38
| -26% | -$6.67K | ﹤0.01% | 818 |
|
|
2024
Q3 | $24.5K | Hold |
145
| – | – | ﹤0.01% | 784 |
|
|
2024
Q2 | $22K | Buy |
145
+38
| +36% | +$5.6K | ﹤0.01% | 803 |
|
|
2024
Q1 | $16.7K | Hold |
107
| – | – | ﹤0.01% | 845 |
|
|
2023
Q4 | $15.6K | Hold |
107
| – | – | ﹤0.01% | 924 |
|
|
2023
Q3 | $11.6K | Hold |
107
| – | – | ﹤0.01% | 912 |
|
|
2023
Q2 | $12.4K | Sell |
107
-100
| -48% | -$10.9K | ﹤0.01% | 899 |
|
|
2023
Q1 | $23.2K | Hold |
207
| – | – | ﹤0.01% | 688 |
|
|
2022
Q4 | $24.3K | Hold |
207
| – | – | ﹤0.01% | 685 |
|
|
2022
Q3 | $18.6K | Sell |
207
-41
| -17% | -$4.19K | ﹤0.01% | 719 |
|
|
2022
Q2 | $23.5K | Buy |
248
+41
| +20% | +$4.7K | ﹤0.01% | 702 |
|
|
2022
Q1 | $27.2K | Buy |
+207
| New | +$29.5K | ﹤0.01% | 685 |
|
|
2021
Q4 | – | Sell |
-207
| Closed | -$26.9K | – | 808 |
|
|
2021
Q3 | $26.9K | Sell |
207
-19
| -8% | -$2.47K | ﹤0.01% | 601 |
|
|
2021
Q2 | $29.5K | Hold |
226
| – | – | ﹤0.01% | 588 |
|
|
2021
Q1 | $25.7K | Sell |
226
-150
| -40% | -$15.6K | ﹤0.01% | 636 |
|
|
2020
Q4 | $32.6K | Buy |
376
+19
| +5% | +$1.45K | ﹤0.01% | 599 |
|
|
2020
Q3 | $23.1K | Sell |
357
-1,000
| -74% | -$65.6K | ﹤0.01% | 602 |
|
|
2020
Q2 | $92.8K | Sell |
1,357
-1,062
| -44% | -$66.6K | ﹤0.01% | 388 |
|
|
2020
Q1 | $133K | Sell |
2,419
-1,500
| -38% | -$179K | ﹤0.01% | 334 |
|
|
2019
Q4 | $584K | Buy |
3,919
+1,729
| +79% | +$259K | 0.01% | 251 |
|
|
2019
Q3 | $341K | Buy |
2,190
+1,883
| +613% | +$293K | 0.01% | 282 |
|
|
2019
Q2 | $49K | Hold |
307
| – | – | ﹤0.01% | 434 |
|
|
2019
Q1 | $55.9K | Hold |
307
| – | – | ﹤0.01% | 407 |
|
|
2018
Q4 | $51.6K | Hold |
307
| – | – | ﹤0.01% | 409 |
|
|
2018
Q3 | $54.3K | Hold |
307
| – | – | ﹤0.01% | 426 |
|
|
2018
Q2 | $52.2K | Hold |
307
| – | – | ﹤0.01% | 422 |
|
|
2018
Q1 | $47.4K | Buy |
+307
| New | +$48.8K | ﹤0.01% | 435 |
|
Other funds holding SPG
Bartlett & Co Wealth Management's SPG Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Simon Property Group (SPG) stake by 65% in Q2 2026, buying an estimated $4.12K and bringing the position to 51 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #977.
Bartlett & Co Wealth Management first reported a position in SPG in Q1 2018 and has held it in 33 quarters since. The position peaked at $584K in Q4 2019. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Bartlett & Co Wealth Management held 51 shares of Simon Property Group worth $11.4K as of Q2 2026.
- Bartlett & Co Wealth Management bought 20 Simon Property Group shares in Q2 2026, an estimated $4.12K.
- Simon Property Group made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #977 holding.
- Bartlett & Co Wealth Management first reported a position in Simon Property Group in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Simon Property Group position peaked at $584K in Q4 2019.
- 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.