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HBK Sorce Advisory’s Simon Property Group SPG Stock Holding History

HBK Sorce Advisory’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 		$609K Sell
2,709
-319
-11% -$65.6K 0.01% 352
2026
Q1 		$612K Buy
3,028
+150
+5% +$28.6K 0.01% 337
2025
Q4 		$574K Buy
2,878
+69
+2% +$12.5K 0.01% 347
2025
Q3 		$501K Buy
+2,809
New +$485K 0.01% 364
2024
Q2 		– Sell
-2,504
Closed -$392K – 610
2024
Q1 		$392K Buy
+2,504
New +$367K 0.01% 393

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

HBK Sorce Advisory's SPG Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Simon Property Group (SPG) stake by 11% in Q2 2026, selling an estimated $65.6K and leaving 2,709 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #352.

HBK Sorce Advisory first reported a position in SPG in Q1 2024 and has held it in 5 quarters since. The position peaked at $612K in Q1 2026. 777 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • HBK Sorce Advisory held 2,709 shares of Simon Property Group worth $609K as of Q2 2026.
  • HBK Sorce Advisory sold 319 Simon Property Group shares in Q2 2026, an estimated $65.6K.
  • Simon Property Group made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #352 holding.
  • HBK Sorce Advisory first reported a position in Simon Property Group in Q1 2024 and has held it in 5 quarters since.
  • HBK Sorce Advisory's Simon Property Group position peaked at $612K in Q1 2026.
  • 777 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.