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Groesbeck Investment Management’s Simon Property Group SPG Stock Holding History

Groesbeck Investment 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
Q2 		$4K Hold
20
– – 0.01% 98
2026
Q1 		$4K Hold
20
– – 0.01% 94
2025
Q4 		$4K Buy
+20
New +$3.63K 0.01% 93
2020
Q1 		– Sell
-10,520
Closed -$1.57M – 93
2019
Q4 		$1.57M Buy
+10,520
New +$1.58M 1.16% 26

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

Groesbeck Investment Management's SPG Position: Q2 2026 in Review

Groesbeck Investment Management held its Simon Property Group (SPG) position steady in Q2 2026 at 20 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #98.

Groesbeck Investment Management first reported a position in SPG in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.57M in Q4 2019. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Groesbeck Investment Management held 20 shares of Simon Property Group worth $4K as of Q2 2026.
  • Groesbeck Investment Management left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up 0.01% of Groesbeck Investment Management's portfolio in Q2 2026, its #98 holding.
  • Groesbeck Investment Management first reported a position in Simon Property Group in Q4 2019 and has held it in 4 quarters since.
  • Groesbeck Investment Management's Simon Property Group position peaked at $1.57M in Q4 2019.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Groesbeck Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.