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BOK Financial’s Simon Property Group SPG Stock Holding History

BOK Financial’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
Q1 		$18.5M Sell
99,343
-6,629
-6% -$1.26M 0.28% 71
2025
Q4 		$19.6M Sell
105,972
-8,990
-8% -$1.63M 0.3% 66
2025
Q3 		$21.6M Sell
114,962
-670
-0.6% -$116K 0.32% 61
2025
Q2 		$18.6M Buy
115,632
+88,021
+319% +$13.9M 0.3% 66
2025
Q1 		$4.59M Buy
27,611
+24,963
+943% +$4.36M 0.08% 206
2024
Q4 		$453K Sell
2,648
-1,397
-35% -$245K 0.01% 591
2024
Q3 		$681K Buy
4,045
+240
+6% +$38K 0.01% 504
2024
Q2 		$578K Buy
3,805
+3,596
+1,721% +$530K 0.01% 576
2024
Q1 		$32.1K Sell
209
-412
-66% -$60.4K ﹤0.01% 882
2023
Q4 		$88.6K Sell
621
-434
-41% -$52.5K ﹤0.01% 752
2023
Q3 		$116K Buy
1,055
+247
+31% +$28.9K ﹤0.01% 690
2023
Q2 		$93.3K Sell
808
-33
-4% -$3.59K ﹤0.01% 731
2023
Q1 		$94.2K Sell
841
-10,801
-93% -$1.29M ﹤0.01% 766
2022
Q4 		$1.37M Sell
11,642
-1,055
-8% -$117K 0.03% 441
2022
Q3 		$1.14M Buy
12,697
+1,658
+15% +$170K 0.02% 478
2022
Q2 		$1.05M Sell
11,039
-106
-1% -$12.1K 0.02% 512
2022
Q1 		$1.47M Buy
11,145
+8,139
+271% +$1.16M 0.02% 485
2021
Q4 		$480K Buy
3,006
+103
+4% +$15.7K 0.01% 730
2021
Q3 		$377K Buy
+2,903
New +$378K 0.01% 769
2021
Q1 		$813K Sell
7,142
-618
-8% -$64.5K 0.01% 600
2020
Q4 		$662K Sell
7,760
-17
-0.2% -$1.3K 0.01% 611
2020
Q3 		$503K Sell
7,777
-1,390
-15% -$91.1K 0.01% 625
2020
Q2 		$627K Buy
9,167
+2,962
+48% +$186K 0.01% 563
2020
Q1 		$341K Sell
6,205
-314
-5% -$37.5K 0.01% 665
2019
Q4 		$971K Buy
6,519
+381
+6% +$57.1K 0.02% 516
2019
Q3 		$956K Sell
6,138
-141
-2% -$21.9K 0.02% 506
2019
Q2 		$1M Sell
6,279
-662
-10% -$114K 0.02% 488
2019
Q1 		$1.26M Sell
6,941
-312
-4% -$55.5K 0.03% 436
2018
Q4 		$1.22M Sell
7,253
-1,204
-14% -$215K 0.03% 418
2018
Q3 		$1.5M Sell
8,457
-75
-0.9% -$13.3K 0.04% 425
2018
Q2 		$1.45M Buy
8,532
+504
+6% +$80.2K 0.04% 409
2018
Q1 		$1.24M Buy
8,028
+590
+8% +$93.8K 0.04% 433
2017
Q4 		$1.28M Sell
7,438
-414
-5% -$67.2K 0.04% 436
2017
Q3 		$1.26M Buy
7,852
+495
+7% +$79.1K 0.04% 436
2017
Q2 		$1.19M Buy
7,357
+24
+0.3% +$3.91K 0.04% 433
2017
Q1 		$1.26M Sell
7,333
-700
-9% -$125K 0.04% 437
2016
Q4 		$1.43M Sell
8,033
-360
-4% -$66.8K 0.05% 381
2016
Q3 		$1.74M Sell
8,393
-123
-1% -$26.7K 0.06% 357
2016
Q2 		$1.85M Sell
8,516
-40
-0.5% -$8.16K 0.07% 315
2016
Q1 		$1.78M Buy
8,556
+93
+1% +$17.9K 0.06% 316
2015
Q4 		$1.65M Sell
8,463
-2,198
-21% -$426K 0.06% 340
2015
Q3 		$1.96M Buy
10,661
+1,379
+15% +$253K 0.07% 297
2015
Q2 		$1.61M Buy
9,282
+334
+4% +$61.4K 0.05% 366
2015
Q1 		$1.75M Buy
8,948
+3,030
+51% +$587K 0.06% 341
2014
Q4 		$1.08M Sell
5,918
-3,881
-40% -$689K 0.04% 398
2014
Q3 		$1.61M Buy
9,799
+128
+1% +$21.5K 0.05% 342
2014
Q2 		$1.61M Buy
9,671
+292
+3% +$47.7K 0.05% 360
2014
Q1 		$1.45M Buy
9,379
+195
+2% +$29K 0.05% 372
2013
Q4 		$1.31M Buy
9,184
+1,128
+14% +$163K 0.04% 379
2013
Q3 		$1.12M Sell
8,056
-4,178
-34% -$607K 0.04% 400
2013
Q2 		$1.82M Buy
+12,234
New +$1.96M 0.07% 285

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BOK Financial's SPG Position: Q1 2026 in Review

BOK Financial reduced its Simon Property Group (SPG) stake by 6.3% in Q1 2026, selling an estimated $1.26M and leaving 99,343 shares worth $18.5M. The position accounts for 0.28% of the portfolio, ranked #71.

BOK Financial first reported a position in SPG in Q2 2013 and has held it in 51 quarters since. The position peaked at $21.6M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • BOK Financial held 99,343 shares of Simon Property Group worth $18.5M as of Q1 2026.
  • BOK Financial sold 6,629 Simon Property Group shares in Q1 2026, an estimated $1.26M.
  • Simon Property Group made up 0.28% of BOK Financial's portfolio in Q1 2026, its #71 holding.
  • BOK Financial first reported a position in Simon Property Group in Q2 2013 and has held it in 51 quarters since.
  • BOK Financial's Simon Property Group position peaked at $21.6M in Q3 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.