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Belpointe Asset Management’s Simon Property Group SPG Stock Holding History

Belpointe Asset 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 		$996K Buy
4,451
+4
+0.1% +$823 0.03% 499
2026
Q1 		$830K Sell
4,447
-274
-6% -$52.3K 0.03% 524
2025
Q4 		$874K Sell
4,721
-207
-4% -$37.6K 0.03% 484
2025
Q3 		$925K Buy
4,928
+960
+24% +$166K 0.04% 436
2025
Q2 		$638K Sell
3,968
-86
-2% -$13.6K 0.03% 493
2025
Q1 		$673K Sell
4,054
-15
-0.4% -$2.62K 0.04% 461
2024
Q4 		$681K Hold
4,069
– – 0.04% 431
2024
Q3 		$688K Sell
4,069
-7
-0.2% -$1.11K 0.04% 413
2024
Q2 		$619K Sell
4,076
-80
-2% -$11.8K 0.04% 408
2024
Q1 		$650K Sell
4,156
-239
-5% -$35K 0.05% 375
2023
Q4 		$627K Sell
4,395
-6
-0.1% -$725 0.06% 309
2023
Q3 		$475K Sell
4,401
-79
-2% -$9.25K 0.05% 349
2023
Q2 		$517K Sell
4,480
-3,443
-43% -$375K 0.05% 302
2023
Q1 		$887K Buy
7,923
+808
+11% +$96.5K 0.05% 368
2022
Q4 		$836K Sell
7,115
-1,239
-15% -$138K 0.05% 370
2022
Q3 		$749K Buy
8,354
+3,003
+56% +$307K 0.05% 373
2022
Q2 		$507K Buy
5,351
+223
+4% +$25.6K 0.03% 478
2022
Q1 		$675K Buy
5,128
+1,223
+31% +$174K 0.04% 438
2021
Q4 		$624K Sell
3,905
-76
-2% -$11.6K 0.04% 453
2021
Q3 		$518K Buy
3,981
+15
+0.4% +$1.95K 0.04% 498
2021
Q2 		$517K Buy
3,966
+1,599
+68% +$199K 0.04% 488
2021
Q1 		$269K Sell
2,367
-103
-4% -$10.7K 0.02% 630
2020
Q4 		$211K Buy
+2,470
New +$189K 0.02% 678
2020
Q1 		– Sell
-1,645
Closed -$245K – 761
2019
Q4 		$245K Buy
+1,645
New +$247K 0.03% 484
2018
Q1 		– Sell
-1,970
Closed -$338K – 460
2017
Q4 		$338K Buy
+1,970
New +$320K 0.07% 310

Other funds holding SPG

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Belpointe Asset Management's SPG Position: Q2 2026 in Review

Belpointe Asset Management increased its Simon Property Group (SPG) stake by 0.09% in Q2 2026, buying an estimated $823 and bringing the position to 4,451 shares worth $996K. The position accounts for 0.03% of the portfolio, ranked #499.

Belpointe Asset Management first reported a position in SPG in Q4 2017 and has held it in 25 quarters since. 558 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Belpointe Asset Management held 4,451 shares of Simon Property Group worth $996K as of Q2 2026.
  • Belpointe Asset Management bought 4 Simon Property Group shares in Q2 2026, an estimated $823.
  • Simon Property Group made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #499 holding.
  • Belpointe Asset Management first reported a position in Simon Property Group in Q4 2017 and has held it in 25 quarters since.
  • 558 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.