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Bradley Foster & Sargent’s Simon Property Group SPG Stock Holding History

Bradley Foster & Sargent’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 		$1.02M Sell
4,579
-128
-3% -$26.3K 0.01% 302
2026
Q1 		$878K Buy
4,707
+114
+2% +$21.7K 0.01% 309
2025
Q4 		$850K Buy
4,593
+2,058
+81% +$374K 0.01% 317
2025
Q3 		$476K Sell
2,535
-140
-5% -$24.2K 0.01% 397
2025
Q2 		$430K Buy
2,675
+140
+6% +$22.1K 0.01% 413
2025
Q1 		$421K Sell
2,535
-268
-10% -$46.8K 0.01% 361
2024
Q4 		$483K Buy
2,803
+165
+6% +$29K 0.01% 360
2024
Q3 		$446K Hold
2,638
– – 0.01% 370
2024
Q2 		$400K Hold
2,638
– – 0.01% 376
2024
Q1 		$413K Sell
2,638
-853
-24% -$125K 0.01% 365
2023
Q4 		$498K Sell
3,491
-72
-2% -$8.7K 0.01% 346
2023
Q3 		$411K Hold
3,563
– – 0.01% 360
2023
Q2 		$411K Buy
3,563
+125
+4% +$13.6K 0.01% 360
2023
Q1 		$385K Hold
3,438
– – 0.01% 354
2022
Q4 		$404K Buy
3,438
+50
+1% +$5.56K 0.01% 348
2022
Q3 		$304K Sell
3,388
-620
-15% -$63.4K 0.01% 366
2022
Q2 		$380K Buy
4,008
+1,098
+38% +$126K 0.01% 354
2022
Q1 		$383K Sell
2,910
-191
-6% -$27.2K 0.01% 377
2021
Q4 		$495K Buy
3,101
+200
+7% +$30.5K 0.01% 328
2021
Q3 		$377K Buy
+2,901
New +$378K 0.01% 337
2020
Q1 		$586K Sell
10,676
-3,391
-24% -$405K 0.02% 223
2019
Q4 		$2.1M Buy
14,067
+3,196
+29% +$479K 0.06% 160
2019
Q3 		$1.69M Buy
10,871
+395
+4% +$61.4K 0.06% 174
2019
Q2 		$1.67M Sell
10,476
-950
-8% -$164K 0.06% 177
2019
Q1 		$2.08M Sell
11,426
-50
-0.4% -$8.89K 0.07% 161
2018
Q4 		$1.93M Sell
11,476
-221
-2% -$39.5K 0.08% 157
2018
Q3 		$2.07M Sell
11,697
-165
-1% -$29.2K 0.07% 172
2018
Q2 		$2.02M Buy
11,862
+849
+8% +$135K 0.07% 169
2018
Q1 		$1.7M Buy
11,013
+6,607
+150% +$1.05M 0.06% 178
2017
Q4 		$757K Buy
4,406
+460
+12% +$74.7K 0.03% 239
2017
Q3 		$635K Buy
3,946
+1,300
+49% +$208K 0.02% 247
2017
Q2 		$428K Sell
2,646
-4,375
-62% -$712K 0.02% 274
2017
Q1 		$1.21M Sell
7,021
-5,000
-42% -$893K 0.05% 189
2016
Q4 		$2.14M Buy
12,021
+500
+4% +$92.8K 0.09% 148
2016
Q3 		$2.38M Sell
11,521
-400
-3% -$86.7K 0.1% 132
2016
Q2 		$2.59M Sell
11,921
-1,000
-8% -$204K 0.12% 124
2016
Q1 		$2.68M Hold
12,921
– – 0.12% 117
2015
Q4 		$2.51M Sell
12,921
-1,000
-7% -$194K 0.12% 133
2015
Q3 		$2.56M Sell
13,921
-500
-3% -$91.7K 0.13% 131
2015
Q2 		$2.5M Sell
14,421
-1,550
-10% -$285K 0.11% 140
2015
Q1 		$3.13M Sell
15,971
-500
-3% -$96.9K 0.14% 123
2014
Q4 		$3M Sell
16,471
-109
-0.7% -$19.3K 0.14% 128
2014
Q3 		$2.73M Sell
16,580
-50
-0.3% -$8.42K 0.13% 133
2014
Q2 		$2.77M Sell
16,630
-1,111
-6% -$181K 0.13% 130
2014
Q1 		$2.74M Buy
17,741
+581
+3% +$86.5K 0.14% 126
2013
Q4 		$2.46M Sell
17,160
-553
-3% -$79.7K 0.13% 133
2013
Q3 		$2.47M Sell
17,713
-1,116
-6% -$162K 0.14% 126
2013
Q2 		$2.8M Buy
+18,829
New +$3.02M 0.17% 112

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

Bradley Foster & Sargent's SPG Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its Simon Property Group (SPG) stake by 2.7% in Q2 2026, selling an estimated $26.3K and leaving 4,579 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #302.

Bradley Foster & Sargent first reported a position in SPG in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.13M in Q1 2015. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Bradley Foster & Sargent held 4,579 shares of Simon Property Group worth $1.02M as of Q2 2026.
  • Bradley Foster & Sargent sold 128 Simon Property Group shares in Q2 2026, an estimated $26.3K.
  • Simon Property Group made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #302 holding.
  • Bradley Foster & Sargent first reported a position in Simon Property Group in Q2 2013 and has held it in 48 quarters since.
  • Bradley Foster & Sargent's Simon Property Group position peaked at $3.13M in Q1 2015.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.