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Newbridge Financial Services Group’s Simon Property Group SPG Stock Holding History

Newbridge Financial Services Group’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 		$715K Buy
3,196
+2,529
+379% +$520K 0.09% 147
2026
Q1 		$124K Sell
667
-343
-34% -$65.4K 0.02% 283
2025
Q4 		$187K Buy
1,010
+85
+9% +$15.4K 0.03% 238
2025
Q3 		$174K Buy
925
+1
+0.1% +$173 0.03% 319
2025
Q2 		$149K Buy
924
+81
+10% +$12.8K 0.02% 326
2025
Q1 		$140K Sell
843
-612
-42% -$107K 0.03% 228
2024
Q4 		$250K Buy
+1,455
New +$255K 0.06% 182
2024
Q3 		– Sell
-2,692
Closed -$409K – 1046
2024
Q2 		$409K Sell
2,692
-910
-25% -$134K 0.15% 115
2024
Q1 		$564K Buy
+3,602
New +$528K 0.25% 88
2023
Q3 		– Sell
-1,136
Closed -$131K – 1391
2023
Q2 		$131K Sell
1,136
-370
-25% -$40.3K 0.06% 261
2023
Q1 		$169K Buy
1,506
+468
+45% +$55.9K 0.09% 223
2022
Q4 		$122K Buy
1,038
+313
+43% +$34.8K 0.07% 263
2022
Q3 		$65K Sell
725
-1,992
-73% -$204K 0.04% 389
2022
Q2 		$258K Sell
2,717
-32
-1% -$3.67K 0.16% 133
2022
Q1 		$362K Sell
2,749
-177
-6% -$25.2K 0.18% 117
2021
Q4 		$468K Buy
2,926
+196
+7% +$29.9K 0.22% 95
2021
Q3 		$355K Sell
2,730
-114
-4% -$14.8K 0.22% 105
2021
Q2 		$371K Buy
2,844
+42
+1% +$5.22K 0.23% 105
2021
Q1 		$319K Buy
2,802
+1,582
+130% +$165K 0.23% 103
2020
Q4 		$104K Buy
1,220
+405
+50% +$30.9K 0.09% 221
2020
Q3 		$53K Buy
+815
New +$53.4K 0.05% 310

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

Newbridge Financial Services Group's SPG Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Simon Property Group (SPG) stake by 379% in Q2 2026, buying an estimated $520K and bringing the position to 3,196 shares worth $715K. The position accounts for 0.09% of the portfolio, ranked #147.

Newbridge Financial Services Group first reported a position in SPG in Q3 2020 and has held it in 21 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Newbridge Financial Services Group held 3,196 shares of Simon Property Group worth $715K as of Q2 2026.
  • Newbridge Financial Services Group bought 2,529 Simon Property Group shares in Q2 2026, an estimated $520K.
  • Simon Property Group made up 0.09% of Newbridge Financial Services Group's portfolio in Q2 2026, its #147 holding.
  • Newbridge Financial Services Group first reported a position in Simon Property Group in Q3 2020 and has held it in 21 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.