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Bullock Wealth Management’s Simon Property Group SPG Stock Holding History

Bullock Wealth Management’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 		$268K Buy
1,204
+17
+1% +$3.5K 0.12% 151
2026
Q1 		$223K Buy
1,187
+11
+0.9% +$2.1K 0.11% 156
2025
Q4 		$218K Buy
1,176
+11
+0.9% +$2K 0.11% 154
2025
Q3 		$216K Sell
1,165
-2
-0.2% -$345 0.11% 150
2025
Q2 		$192K Buy
1,167
+8
+0.7% +$1.26K 0.1% 153
2025
Q1 		$193K Buy
1,159
+11
+1% +$1.92K 0.11% 147
2024
Q4 		$198K Buy
1,148
+24
+2% +$4.21K 0.12% 154
2024
Q3 		$191K Buy
1,124
+113
+11% +$17.9K 0.11% 150
2024
Q2 		$148K Buy
1,011
+35
+4% +$5.16K 0.1% 160
2024
Q1 		$150K Buy
+976
New +$143K 0.1% 162

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

Bullock Wealth Management's SPG Position: Q2 2026 in Review

Bullock Wealth Management increased its Simon Property Group (SPG) stake by 1.4% in Q2 2026, buying an estimated $3.5K and bringing the position to 1,204 shares worth $268K. The position accounts for 0.12% of the portfolio, ranked #151.

Bullock Wealth Management first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Bullock Wealth Management held 1,204 shares of Simon Property Group worth $268K as of Q2 2026.
  • Bullock Wealth Management bought 17 Simon Property Group shares in Q2 2026, an estimated $3.5K.
  • Simon Property Group made up 0.12% of Bullock Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Bullock Wealth Management first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.