BOK Financial Private Wealth’s Simon Property Group SPG Stock Holding History

BOK Financial Private Wealth’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	$54.8K	Buy	245 +18	+8%	+$3.7K	﹤0.01%	274
2026 Q1	$42.3K	Hold	227	–	–	﹤0.01%	283
2025 Q4	$42K	Hold	227	–	–	﹤0.01%	299
2025 Q3	$42.6K	Hold	227	–	–	﹤0.01%	261
2025 Q2	$36.5K	Sell	227 -41	-15%	-$6.48K	﹤0.01%	272
2025 Q1	$44.5K	Buy	268 +32	+14%	+$5.59K	﹤0.01%	271
2024 Q4	$40.6K	Buy	236 +1	+0.4%	+$176	﹤0.01%	276
2024 Q3	$39.7K	Hold	235	–	–	﹤0.01%	283
2024 Q2	$35.7K	Hold	235	–	–	﹤0.01%	299
2024 Q1	$36.8K	Hold	235	–	–	﹤0.01%	283
2023 Q4	$33.5K	Buy	+235	New	+$28.4K	﹤0.01%	284
2022 Q3	–	Sell	-92	Closed	-$9K	–	382
2022 Q2	$9K	Sell	92 -1,670	-95%	-$191K	﹤0.01%	338
2022 Q1	$232K	Buy	1,762 +103	+6%	+$14.7K	0.02%	277
2021 Q4	$265K	Buy	+1,659	New	+$253K	0.02%	247
2017 Q4	–	Sell	-2,331	Closed	-$375K	–	130
2017 Q3	$375K	Buy	2,331 +1,000	+75%	+$160K	0.06%	69
2017 Q2	$215K	Buy	+1,331	New	+$217K	0.03%	128

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BOK Financial Private Wealth's SPG Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Simon Property Group (SPG) stake by 7.9% in Q2 2026, buying an estimated $3.7K and bringing the position to 245 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

BOK Financial Private Wealth first reported a position in SPG in Q2 2017 and has held it in 16 quarters since. The position peaked at $375K in Q3 2017. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

BOK Financial Private Wealth held 245 shares of Simon Property Group worth $54.8K as of Q2 2026.
BOK Financial Private Wealth bought 18 Simon Property Group shares in Q2 2026, an estimated $3.7K.
Simon Property Group made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #274 holding.
BOK Financial Private Wealth first reported a position in Simon Property Group in Q2 2017 and has held it in 16 quarters since.
BOK Financial Private Wealth's Simon Property Group position peaked at $375K in Q3 2017.
1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.