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Gross & Hartman Investments’s Simon Property Group SPG Stock Holding History

Gross & Hartman Investments’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 		$279K Buy
+1,246
New +$256K 0.12% 63

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gross & Hartman Investments's SPG Position: Q2 2026 in Review

Gross & Hartman Investments opened a new position in Simon Property Group (SPG) in Q2 2026: 1,246 shares worth $279K. The stake represents 0.12% of the portfolio and ranks #63 among its holdings.

1,293 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Gross & Hartman Investments held 1,246 shares of Simon Property Group worth $279K as of Q2 2026.
  • Simon Property Group was a new Gross & Hartman Investments position in Q2 2026.
  • Simon Property Group made up 0.12% of Gross & Hartman Investments's portfolio in Q2 2026, its #63 holding.
  • 1,293 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.