Burk Holdings
SPG icon

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
Q3 		$12.2K Buy
61
+37
+154% +$8.06K ﹤0.01% 282
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Burk Holdings's SPG Position: Q3 2026 in Review

Burk Holdings increased its Simon Property Group (SPG) stake by 154% in Q3 2026, buying an estimated $8.06K and bringing the position to 61 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Burk Holdings first reported a position in SPG in Q1 2026 and has held it in 3 quarters since. 956 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Burk Holdings held 61 shares of Simon Property Group worth $12.2K as of Q3 2026.
  • Burk Holdings bought 37 Simon Property Group shares in Q3 2026, an estimated $8.06K.
  • Simon Property Group made up ﹤0.01% of Burk Holdings's portfolio in Q3 2026, its #282 holding.
  • Burk Holdings first reported a position in Simon Property Group in Q1 2026 and has held it in 3 quarters since.
  • 956 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.