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BCGM Wealth Management’s Simon Property Group SPG Stock Holding History

BCGM Wealth Management’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 		$2.66M Buy
11,889
+535
+5% +$110K 0.56% 55
2026
Q1 		$2.12M Buy
11,354
+551
+5% +$105K 0.53% 57
2025
Q4 		$2M Buy
10,803
+172
+2% +$31.2K 0.51% 55
2025
Q3 		$2M Buy
10,631
+545
+5% +$94.1K 0.52% 57
2025
Q2 		$1.62M Buy
10,086
+110
+1% +$17.4K 0.46% 58
2025
Q1 		$1.66M Sell
9,976
-40
-0.4% -$6.99K 0.51% 55
2024
Q4 		$1.72M Buy
10,016
+139
+1% +$24.4K 0.55% 49
2024
Q3 		$1.67M Buy
9,877
+45
+0.5% +$7.13K 0.54% 50
2024
Q2 		$1.49M Sell
9,832
-154
-2% -$22.7K 0.52% 52
2024
Q1 		$1.56M Buy
9,986
+340
+4% +$49.9K 0.56% 50
2023
Q4 		$1.38M Sell
9,646
-88
-0.9% -$10.6K 0.56% 45
2023
Q3 		$1.05M Buy
9,734
+254
+3% +$29.7K 0.48% 50
2023
Q2 		$1.09M Sell
9,480
-77
-0.8% -$8.39K 0.48% 47
2023
Q1 		$1.07M Sell
9,557
-250
-3% -$29.9K 0.54% 45
2022
Q4 		$1.15M Buy
9,807
+1,400
+17% +$156K 0.56% 41
2022
Q3 		$938K Buy
8,407
+1,832
+28% +$187K 0.47% 48
2022
Q2 		$714K Buy
+6,575
New +$753K 0.36% 56

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

BCGM Wealth Management's SPG Position: Q2 2026 in Review

BCGM Wealth Management increased its Simon Property Group (SPG) stake by 4.7% in Q2 2026, buying an estimated $110K and bringing the position to 11,889 shares worth $2.66M. The position accounts for 0.56% of the portfolio, ranked #55.

BCGM Wealth Management first reported a position in SPG in Q2 2022 and has held it in 17 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • BCGM Wealth Management held 11,889 shares of Simon Property Group worth $2.66M as of Q2 2026.
  • BCGM Wealth Management bought 535 Simon Property Group shares in Q2 2026, an estimated $110K.
  • Simon Property Group made up 0.56% of BCGM Wealth Management's portfolio in Q2 2026, its #55 holding.
  • BCGM Wealth Management first reported a position in Simon Property Group in Q2 2022 and has held it in 17 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.