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GW Henssler & Associates’s Simon Property Group SPG Stock Holding History

GW Henssler & Associates’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 		$272K Buy
1,215
+22
+2% +$4.53K 0.01% 199
2026
Q1 		$223K Buy
1,193
+3
+0.3% +$572 0.01% 205
2025
Q4 		$220K Buy
1,190
+33
+3% +$6K 0.01% 207
2025
Q3 		$217K Buy
+1,157
New +$200K 0.01% 202

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

GW Henssler & Associates's SPG Position: Q2 2026 in Review

GW Henssler & Associates increased its Simon Property Group (SPG) stake by 1.8% in Q2 2026, buying an estimated $4.53K and bringing the position to 1,215 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #199.

GW Henssler & Associates first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • GW Henssler & Associates held 1,215 shares of Simon Property Group worth $272K as of Q2 2026.
  • GW Henssler & Associates bought 22 Simon Property Group shares in Q2 2026, an estimated $4.53K.
  • Simon Property Group made up 0.01% of GW Henssler & Associates's portfolio in Q2 2026, its #199 holding.
  • GW Henssler & Associates first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on GW Henssler & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.