BCGM Wealth Management
SPG icon

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
Q3 		$2.65M Buy
13,195
+1,306
+11% +$284K 0.53% 58
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% +$7.12K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BCGM Wealth Management's SPG Position: Q3 2026 in Review

BCGM Wealth Management increased its Simon Property Group (SPG) stake by 11% in Q3 2026, buying an estimated $284K and bringing the position to 13,195 shares worth $2.65M. The position accounts for 0.53% of the portfolio, ranked #58.

BCGM Wealth Management first reported a position in SPG in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.66M in Q2 2026. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • BCGM Wealth Management held 13,195 shares of Simon Property Group worth $2.65M as of Q3 2026.
  • BCGM Wealth Management bought 1,306 Simon Property Group shares in Q3 2026, an estimated $284K.
  • Simon Property Group made up 0.53% of BCGM Wealth Management's portfolio in Q3 2026, its #58 holding.
  • BCGM Wealth Management first reported a position in Simon Property Group in Q2 2022 and has held it in 18 quarters since.
  • BCGM Wealth Management's Simon Property Group position peaked at $2.66M in Q2 2026.
  • 1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on BCGM Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.