Boyd Watterson Asset Management’s Simon Property Group SPG Stock Holding History

Boyd Watterson 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	$33.5K	Hold	150	–	–	0.01%	214
2026 Q1	$28K	Hold	150	–	–	0.01%	226
2025 Q4	$27.8K	Sell	150 -3	-2%	-$545	0.01%	228
2025 Q3	$28.7K	Hold	153	–	–	0.01%	224
2025 Q2	$24.6K	Hold	153	–	–	0.01%	237
2025 Q1	$25.4K	Hold	153	–	–	0.01%	239
2024 Q4	$26.3K	Hold	153	–	–	0.01%	241
2024 Q3	$25.9K	Hold	153	–	–	0.01%	239
2024 Q2	$23.2K	Hold	153	–	–	0.01%	243
2024 Q1	$23.9K	Hold	153	–	–	0.01%	241
2023 Q4	$21.8K	Hold	153	–	–	0.01%	251
2023 Q3	$16.5K	Hold	153	–	–	0.01%	269
2023 Q2	$17.7K	Hold	153	–	–	0.01%	270
2023 Q1	$17.1K	Hold	153	–	–	0.01%	274
2022 Q4	$18K	Buy	+153	New	+$17K	0.01%	267

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

Boyd Watterson Asset Management's SPG Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Simon Property Group (SPG) position steady in Q2 2026 at 150 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #214.

Boyd Watterson Asset Management first reported a position in SPG in Q4 2022 and has held it in 15 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Boyd Watterson Asset Management held 150 shares of Simon Property Group worth $33.5K as of Q2 2026.
Boyd Watterson Asset Management left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #214 holding.
Boyd Watterson Asset Management first reported a position in Simon Property Group in Q4 2022 and has held it in 15 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.