Burk Holdings’s Simon Property Group SPG Stock Holding History

Burk Holdings’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	$5.37K	Hold	24	–	–	﹤0.01%	342
2026 Q1	$4.48K	Buy	+24	New	+$4.58K	﹤0.01%	375

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burk Holdings's SPG Position: Q2 2026 in Review

Burk Holdings held its Simon Property Group (SPG) position steady in Q2 2026 at 24 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Burk Holdings first reported a position in SPG in Q1 2026 and has held it in 2 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Burk Holdings held 24 shares of Simon Property Group worth $5.37K as of Q2 2026.
Burk Holdings left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #342 holding.
Burk Holdings first reported a position in Simon Property Group in Q1 2026 and has held it in 2 quarters since.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.