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BSW Wealth Partners’s Simon Property Group SPG Stock Holding History

BSW Wealth Partners’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 		$261K Sell
1,167
-748
-39% -$154K 0.03% 277
2026
Q1 		$357K Sell
1,915
-179
-9% -$34.1K 0.04% 220
2025
Q4 		$388K Buy
2,094
+6
+0.3% +$1.09K 0.05% 206
2025
Q3 		$392K Buy
2,088
+513
+33% +$88.6K 0.05% 207
2025
Q2 		$253K Buy
1,575
+147
+10% +$23.2K 0.03% 271
2025
Q1 		$237K Sell
1,428
-39
-3% -$6.82K 0.04% 266
2024
Q4 		$253K Sell
1,467
-1
-0.1% -$176 0.04% 262
2024
Q3 		$248K Buy
+1,468
New +$232K 0.04% 260

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

BSW Wealth Partners's SPG Position: Q2 2026 in Review

BSW Wealth Partners reduced its Simon Property Group (SPG) stake by 39% in Q2 2026, selling an estimated $154K and leaving 1,167 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #277.

BSW Wealth Partners first reported a position in SPG in Q3 2024 and has held it in 8 quarters since. The position peaked at $392K in Q3 2025. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • BSW Wealth Partners held 1,167 shares of Simon Property Group worth $261K as of Q2 2026.
  • BSW Wealth Partners sold 748 Simon Property Group shares in Q2 2026, an estimated $154K.
  • Simon Property Group made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #277 holding.
  • BSW Wealth Partners first reported a position in Simon Property Group in Q3 2024 and has held it in 8 quarters since.
  • BSW Wealth Partners's Simon Property Group position peaked at $392K in Q3 2025.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.