Bogart Wealth LLC’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
Q1 | $8.63M | Buy |
46,264
+682
| +1% | +$130K | 0.33% | 69 |
|
|
2025
Q4 | $8.44M | Sell |
45,582
-757
| -2% | -$138K | 0.34% | 67 |
|
|
2025
Q3 | $8.7M | Sell |
46,339
-1,107
| -2% | -$191K | 0.35% | 69 |
|
|
2025
Q2 | $7.63M | Buy |
47,446
+6,146
| +15% | +$971K | 0.33% | 72 |
|
|
2025
Q1 | $6.86M | Buy |
41,300
+41,071
| +17,935% | +$7.18M | 0.32% | 72 |
|
|
2024
Q4 | $39.4K | Hold |
229
| – | – | ﹤0.01% | 450 |
|
|
2024
Q3 | $38.7K | Hold |
229
| – | – | ﹤0.01% | 458 |
|
|
2024
Q2 | $34.8K | Buy |
229
+157
| +218% | +$23.1K | ﹤0.01% | 460 |
|
|
2024
Q1 | $11.3K | Hold |
72
| – | – | ﹤0.01% | 624 |
|
|
2023
Q4 | $10.3K | Hold |
72
| – | – | ﹤0.01% | 618 |
|
|
2023
Q3 | $7.78K | Buy |
72
+16
| +29% | +$1.87K | ﹤0.01% | 642 |
|
|
2023
Q2 | $6.47K | Hold |
56
| – | – | ﹤0.01% | 659 |
|
|
2023
Q1 | $6.27K | Buy |
56
+30
| +115% | +$3.58K | ﹤0.01% | 667 |
|
|
2022
Q4 | $3.05K | Hold |
26
| – | – | ﹤0.01% | 746 |
|
|
2022
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 841 |
|
|
2022
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 788 |
|
|
2022
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 642 |
|
|
2021
Q4 | $4K | Hold |
26
| – | – | ﹤0.01% | 592 |
|
|
2021
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 605 |
|
|
2021
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 577 |
|
|
2021
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 530 |
|
|
2020
Q4 | $2K | Hold |
26
| – | – | ﹤0.01% | 413 |
|
|
2020
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 423 |
|
|
2020
Q2 | $2K | Sell |
26
-928
| -97% | -$58.2K | ﹤0.01% | 400 |
|
|
2020
Q1 | $52K | Sell |
954
-14,603
| -94% | -$1.75M | 0.01% | 162 |
|
|
2019
Q4 | $2.32M | Buy |
15,557
+790
| +5% | +$118K | 0.74% | 34 |
|
|
2019
Q3 | $2.3M | Buy |
14,767
+203
| +1% | +$31.6K | 1.13% | 26 |
|
|
2019
Q2 | $2.33M | Buy |
14,564
+1,873
| +15% | +$323K | 1.41% | 23 |
|
|
2019
Q1 | $2.31M | Buy |
12,691
+800
| +7% | +$142K | 1.12% | 19 |
|
|
2018
Q4 | $2M | Buy |
11,891
+172
| +1% | +$30.8K | 1% | 16 |
|
|
2018
Q3 | $2.07M | Buy |
11,719
+556
| +5% | +$98.3K | 1.2% | 16 |
|
|
2018
Q2 | $1.9M | Buy |
11,163
+341
| +3% | +$54.3K | 1.15% | 14 |
|
|
2018
Q1 | $1.68M | Buy |
10,822
+1,240
| +13% | +$197K | 0.97% | 21 |
|
|
2017
Q4 | $1.65M | Buy |
9,582
+2,005
| +26% | +$326K | 1.06% | 21 |
|
|
2017
Q3 | $1.22M | Buy |
7,577
+169
| +2% | +$27K | 0.9% | 28 |
|
|
2017
Q2 | $1.2M | Buy |
7,408
+3,029
| +69% | +$493K | 0.77% | 31 |
|
|
2017
Q1 | $753K | Buy |
4,379
+240
| +6% | +$42.9K | 0.5% | 36 |
|
|
2016
Q4 | $735K | Buy |
+4,139
| New | +$769K | 0.5% | 37 |
|
Other funds holding SPG
VPM
VCM
Bogart Wealth LLC's SPG Position: Q1 2026 in Review
Bogart Wealth LLC increased its Simon Property Group (SPG) stake by 1.5% in Q1 2026, buying an estimated $130K and bringing the position to 46,264 shares worth $8.63M. The position accounts for 0.33% of the portfolio, ranked #69.
Bogart Wealth LLC first reported a position in SPG in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.7M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.
- Bogart Wealth LLC held 46,264 shares of Simon Property Group worth $8.63M as of Q1 2026.
- Bogart Wealth LLC bought 682 Simon Property Group shares in Q1 2026, an estimated $130K.
- Simon Property Group made up 0.33% of Bogart Wealth LLC's portfolio in Q1 2026, its #69 holding.
- Bogart Wealth LLC first reported a position in Simon Property Group in Q4 2016 and has held it in 38 quarters since.
- Bogart Wealth LLC's Simon Property Group position peaked at $8.7M in Q3 2025.
- 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.
Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.