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

HB 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
Q2 		$1.86M Buy
8,313
+84
+1% +$17.3K 0.01% 503
2026
Q1 		$1.54M Buy
8,229
+622
+8% +$119K 0.01% 510
2025
Q4 		$1.41M Buy
7,607
+443
+6% +$80.5K 0.01% 517
2025
Q3 		$1.34M Buy
7,164
+1,269
+22% +$219K 0.01% 530
2025
Q2 		$948K Sell
5,895
-635
-10% -$100K 0.01% 542
2025
Q1 		$1.08M Buy
6,530
+679
+12% +$119K 0.01% 516
2024
Q4 		$1.01M Buy
5,851
+718
+14% +$126K 0.01% 415
2024
Q3 		$868K Buy
5,133
+513
+11% +$81.2K 0.01% 430
2024
Q2 		$701K Buy
4,620
+611
+15% +$90K 0.01% 449
2024
Q1 		$627K Sell
4,009
-759
-16% -$111K 0.01% 440
2023
Q4 		$680K Buy
4,768
+1,290
+37% +$156K 0.01% 388
2023
Q3 		$376K Sell
3,478
-328
-9% -$38.4K 0.01% 511
2023
Q2 		$440K Buy
3,806
+1,343
+55% +$146K 0.01% 448
2023
Q1 		$276K Sell
2,463
-336
-12% -$40.1K ﹤0.01% 558
2022
Q4 		$329K Buy
+2,799
New +$311K 0.01% 493
2022
Q1 		– Sell
-1,595
Closed -$255K – 616
2021
Q4 		$255K Buy
+1,595
New +$243K 0.01% 428

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

HB Wealth Management's SPG Position: Q2 2026 in Review

HB Wealth Management increased its Simon Property Group (SPG) stake by 1% in Q2 2026, buying an estimated $17.3K and bringing the position to 8,313 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #503.

HB Wealth Management first reported a position in SPG in Q4 2021 and has held it in 16 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • HB Wealth Management held 8,313 shares of Simon Property Group worth $1.86M as of Q2 2026.
  • HB Wealth Management bought 84 Simon Property Group shares in Q2 2026, an estimated $17.3K.
  • Simon Property Group made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #503 holding.
  • HB Wealth Management first reported a position in Simon Property Group in Q4 2021 and has held it in 16 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.