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Harrell Investment Partners’s Simon Property Group SPG Stock Holding History

Harrell Investment Partners’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 		$1.14M Buy
5,084
+498
+11% +$102K 0.25% 74
2026
Q1 		$855K Buy
+4,586
New +$875K 0.2% 81

Other funds holding SPG

BlackRock
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Vanguard Portfolio Management
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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

Harrell Investment Partners's SPG Position: Q2 2026 in Review

Harrell Investment Partners increased its Simon Property Group (SPG) stake by 11% in Q2 2026, buying an estimated $102K and bringing the position to 5,084 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #74.

Harrell Investment Partners first reported a position in SPG in Q1 2026 and has held it in 2 quarters since. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Harrell Investment Partners held 5,084 shares of Simon Property Group worth $1.14M as of Q2 2026.
  • Harrell Investment Partners bought 498 Simon Property Group shares in Q2 2026, an estimated $102K.
  • Simon Property Group made up 0.25% of Harrell Investment Partners's portfolio in Q2 2026, its #74 holding.
  • Harrell Investment Partners first reported a position in Simon Property Group in Q1 2026 and has held it in 2 quarters since.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.