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

Bernicke 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 		$819K Hold
3,664
– – 0.1% 61
2026
Q1 		$683K Sell
3,664
-160
-4% -$30.5K 0.09% 68
2025
Q4 		$708K Buy
+3,824
New +$695K 0.09% 67
2020
Q2 		$859K Buy
+12,566
New +$788K 0.63% 24

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

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

Bernicke Wealth Management held its Simon Property Group (SPG) position steady in Q2 2026 at 3,664 shares worth $819K. The position accounts for 0.1% of the portfolio, ranked #61.

Bernicke Wealth Management first reported a position in SPG in Q2 2020 and has held it in 4 quarters since. The position peaked at $859K in Q2 2020. 1,358 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Bernicke Wealth Management held 3,664 shares of Simon Property Group worth $819K as of Q2 2026.
  • Bernicke Wealth Management left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.1% of Bernicke Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Bernicke Wealth Management first reported a position in Simon Property Group in Q2 2020 and has held it in 4 quarters since.
  • Bernicke Wealth Management's Simon Property Group position peaked at $859K in Q2 2020.
  • 1,358 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.