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Burney Company’s Simon Property Group SPG Stock Holding History

Burney Company’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 		$3.26M Sell
14,554
-6,878
-32% -$1.42M 0.09% 178
2026
Q1 		$4M Sell
21,432
-3,462
-14% -$660K 0.13% 140
2025
Q4 		$4.61M Sell
24,894
-11,231
-31% -$2.04M 0.14% 145
2025
Q3 		$6.78M Buy
36,125
+10,553
+41% +$1.82M 0.22% 104
2025
Q2 		$4.11M Buy
25,572
+23,321
+1,036% +$3.68M 0.14% 147
2025
Q1 		$374K Hold
2,251
– – 0.01% 456
2024
Q4 		$388K Buy
2,251
+674
+43% +$118K 0.01% 463
2024
Q3 		$267K Sell
1,577
-104
-6% -$16.5K 0.01% 536
2024
Q2 		$255K Buy
1,681
+336
+25% +$49.5K 0.01% 537
2024
Q1 		$210K Buy
+1,345
New +$197K 0.01% 576

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

Burney Company's SPG Position: Q2 2026 in Review

Burney Company reduced its Simon Property Group (SPG) stake by 32% in Q2 2026, selling an estimated $1.42M and leaving 14,554 shares worth $3.26M. The position accounts for 0.09% of the portfolio, ranked #178.

Burney Company first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.78M in Q3 2025. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Burney Company held 14,554 shares of Simon Property Group worth $3.26M as of Q2 2026.
  • Burney Company sold 6,878 Simon Property Group shares in Q2 2026, an estimated $1.42M.
  • Simon Property Group made up 0.09% of Burney Company's portfolio in Q2 2026, its #178 holding.
  • Burney Company first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
  • Burney Company's Simon Property Group position peaked at $6.78M in Q3 2025.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.