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CBIZ Investment Advisory Services’s Simon Property Group SPG Stock Holding History

CBIZ Investment Advisory Services’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 		$2.61K Hold
14
– – ﹤0.01% 306
2026
Q1 		$2.61K Sell
14
-12
-46% -$2.29K ﹤0.01% 306
2025
Q4 		$4.81K Hold
26
– – ﹤0.01% 513
2025
Q3 		$4.88K Buy
26
+3
+13% +$518 ﹤0.01% 446
2025
Q2 		$3.7K Buy
23
+3
+15% +$474 ﹤0.01% 478
2025
Q1 		$3.32K Buy
+20
New +$3.5K ﹤0.01% 432

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

CBIZ Investment Advisory Services's SPG Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Simon Property Group (SPG) position steady in Q2 2026 at 14 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

CBIZ Investment Advisory Services first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.88K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • CBIZ Investment Advisory Services held 14 shares of Simon Property Group worth $2.61K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #306 holding.
  • CBIZ Investment Advisory Services first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's Simon Property Group position peaked at $4.88K in Q3 2025.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.