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Bruce G. Allen Investments’s Simon Property Group SPG Stock Holding History

Bruce G. Allen 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 		$43.2K Hold
193
– – 0.03% 295
2026
Q1 		$36K Hold
193
– – 0.02% 323
2025
Q4 		$35.7K Hold
193
– – 0.02% 318
2025
Q3 		$36.2K Hold
193
– – 0.03% 314
2025
Q2 		$31K Buy
193
+12
+7% +$1.9K 0.02% 329
2025
Q1 		$30.1K Sell
181
-32
-15% -$5.59K 0.02% 326
2024
Q4 		$36.7K Sell
213
-3
-1% -$527 0.03% 302
2024
Q3 		$36.5K Hold
216
– – 0.03% 311
2024
Q2 		$32.8K Sell
216
-9
-4% -$1.33K 0.03% 308
2024
Q1 		$35.2K Sell
225
-61
-21% -$8.95K 0.03% 298
2023
Q4 		$40.8K Buy
+286
New +$34.6K 0.04% 268

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

Bruce G. Allen Investments's SPG Position: Q2 2026 in Review

Bruce G. Allen Investments held its Simon Property Group (SPG) position steady in Q2 2026 at 193 shares worth $43.2K. The position accounts for 0.03% of the portfolio, ranked #295.

Bruce G. Allen Investments first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Bruce G. Allen Investments held 193 shares of Simon Property Group worth $43.2K as of Q2 2026.
  • Bruce G. Allen Investments left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #295 holding.
  • Bruce G. Allen Investments first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.