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Brinker Capital Investments’s Simon Property Group SPG Stock Holding History

Brinker Capital Investments’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 		$2.49M Buy
11,148
+1,047
+10% +$215K 0.02% 679
2026
Q1 		$1.88M Sell
10,101
-330
-3% -$62.9K 0.02% 783
2025
Q4 		$1.93M Sell
10,431
-262
-2% -$47.6K 0.01% 871
2025
Q3 		$2.01M Buy
10,693
+1,066
+11% +$184K 0.02% 830
2025
Q2 		$1.55M Sell
9,627
-1,521
-14% -$240K 0.01% 933
2025
Q1 		$1.85M Buy
11,148
+622
+6% +$109K 0.02% 748
2024
Q4 		$1.81M Buy
10,526
+387
+4% +$67.9K 0.02% 754
2024
Q3 		$1.71M Buy
10,139
+1,192
+13% +$189K 0.02% 768
2024
Q2 		$1.36M Sell
8,947
-391
-4% -$57.6K 0.01% 832
2024
Q1 		$1.46M Buy
9,338
+121
+1% +$17.7K 0.02% 804
2023
Q4 		$1.31M Buy
9,217
+997
+12% +$121K 0.02% 824
2023
Q3 		$888K Sell
8,220
-201
-2% -$23.5K 0.01% 974
2023
Q2 		$973K Buy
8,421
+571
+7% +$62.2K 0.01% 968
2023
Q1 		$879K Buy
7,850
+3,586
+84% +$428K 0.01% 930
2022
Q4 		$501K Sell
4,264
-91
-2% -$10.1K 0.01% 981
2022
Q3 		$391K Buy
4,355
+114
+3% +$11.7K 0.01% 1024
2022
Q2 		$403K Sell
4,241
-114
-3% -$13.1K 0.01% 1054
2022
Q1 		$573K Sell
4,355
-39
-0.9% -$5.56K 0.01% 1000
2021
Q4 		$702K Buy
4,394
+2,232
+103% +$341K 0.01% 948
2021
Q3 		$282K Hold
2,162
– – ﹤0.01% 1164
2021
Q2 		$282K Buy
2,162
+160
+8% +$19.9K ﹤0.01% 1217
2021
Q1 		$228K Buy
+2,002
New +$209K ﹤0.01% 1127
2020
Q3 		– Sell
-4,302
Closed -$294K – 1161
2020
Q2 		$294K Buy
+4,302
New +$270K 0.01% 286
2019
Q3 		– Sell
-1,205
Closed -$193K – 922
2019
Q2 		$193K Buy
1,205
+1,195
+11,950% +$206K 0.01% 393
2019
Q1 		$2K Buy
+10
New +$1.78K ﹤0.01% 787

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's SPG Position: Q2 2026 in Review

Brinker Capital Investments increased its Simon Property Group (SPG) stake by 10% in Q2 2026, buying an estimated $215K and bringing the position to 11,148 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #679.

Brinker Capital Investments first reported a position in SPG in Q1 2019 and has held it in 25 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Brinker Capital Investments held 11,148 shares of Simon Property Group worth $2.49M as of Q2 2026.
  • Brinker Capital Investments bought 1,047 Simon Property Group shares in Q2 2026, an estimated $215K.
  • Simon Property Group made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #679 holding.
  • Brinker Capital Investments first reported a position in Simon Property Group in Q1 2019 and has held it in 25 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.