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NBC Securities’s Simon Property Group SPG Stock Holding History

NBC Securities’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 		$321K Sell
1,434
-99
-6% -$20.4K 0.02% 691
2026
Q1 		$286K Sell
1,533
-191
-11% -$36.4K 0.02% 711
2025
Q4 		$319K Sell
1,724
-18
-1% -$3.27K 0.02% 659
2025
Q3 		$327K Sell
1,742
-4
-0.2% -$691 0.03% 651
2025
Q2 		$280K Sell
1,746
-604
-26% -$95.4K 0.02% 708
2025
Q1 		$390K Buy
2,350
+2,349
+234,900% +$411K 0.03% 535
2024
Q4 		$319 Sell
1
-2,583
-100% -$453K 0.03% 590
2024
Q3 		$436K Sell
2,584
-99
-4% -$15.7K 0.04% 510
2024
Q2 		$407K Buy
2,683
+4
+0.1% +$589 0.04% 516
2024
Q1 		$419K Sell
2,679
-116
-4% -$17K 0.04% 495
2023
Q4 		$398K Sell
2,795
-84
-3% -$10.2K 0.04% 487
2023
Q3 		$310K Buy
+2,879
New +$337K 0.03% 535

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

NBC Securities's SPG Position: Q2 2026 in Review

NBC Securities reduced its Simon Property Group (SPG) stake by 6.5% in Q2 2026, selling an estimated $20.4K and leaving 1,434 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #691.

NBC Securities first reported a position in SPG in Q3 2023 and has held it in 12 quarters since. The position peaked at $436K in Q3 2024. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • NBC Securities held 1,434 shares of Simon Property Group worth $321K as of Q2 2026.
  • NBC Securities sold 99 Simon Property Group shares in Q2 2026, an estimated $20.4K.
  • Simon Property Group made up 0.02% of NBC Securities's portfolio in Q2 2026, its #691 holding.
  • NBC Securities first reported a position in Simon Property Group in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Simon Property Group position peaked at $436K in Q3 2024.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.