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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
Q1 		$561 Buy
+3
New +$572 ﹤0.01% 1940

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

Brinker Capital Investments's SPG Position: Q1 2026 in Review

Brinker Capital Investments reduced its Simon Property Group (SPG) stake by 3.2% in Q1 2026, selling an estimated $62.9K and leaving 10,101 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #783.

Brinker Capital Investments first reported a position in SPG in Q1 2019 and has held it in 24 quarters since. The position peaked at $2.01M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Brinker Capital Investments held 10,101 shares of Simon Property Group worth $1.88M as of Q1 2026.
  • Brinker Capital Investments sold 330 Simon Property Group shares in Q1 2026, an estimated $62.9K.
  • Simon Property Group made up 0.02% of Brinker Capital Investments's portfolio in Q1 2026, its #783 holding.
  • Brinker Capital Investments first reported a position in Simon Property Group in Q1 2019 and has held it in 24 quarters since.
  • Brinker Capital Investments's Simon Property Group position peaked at $2.01M in Q3 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.