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

Gibbs 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
Q1 		$409K Buy
2,193
+582
+36% +$111K 0.05% 341
2025
Q4 		$297K Sell
1,611
-61
-4% -$11.1K 0.07% 277
2025
Q3 		$314K Sell
1,672
-152
-8% -$26.2K 0.07% 262
2025
Q2 		$293K Buy
1,824
+158
+9% +$25K 0.06% 290
2025
Q1 		$277K Buy
+1,666
New +$291K 0.07% 264

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gibbs Wealth Management's SPG Position: Q1 2026 in Review

Gibbs Wealth Management increased its Simon Property Group (SPG) stake by 36% in Q1 2026, buying an estimated $111K and bringing the position to 2,193 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #341.

Gibbs Wealth Management first reported a position in SPG in Q1 2025 and has held it in 5 quarters since. 1,312 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Gibbs Wealth Management held 2,193 shares of Simon Property Group worth $409K as of Q1 2026.
  • Gibbs Wealth Management bought 582 Simon Property Group shares in Q1 2026, an estimated $111K.
  • Simon Property Group made up 0.05% of Gibbs Wealth Management's portfolio in Q1 2026, its #341 holding.
  • Gibbs Wealth Management first reported a position in Simon Property Group in Q1 2025 and has held it in 5 quarters since.
  • 1,312 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.