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NorthRock Partners’s Simon Property Group SPG Stock Holding History

NorthRock 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 		$299K Buy
1,338
+21
+2% +$4.32K ﹤0.01% 537
2026
Q1 		$246K Sell
1,317
-355
-21% -$67.7K ﹤0.01% 579
2025
Q4 		$310K Sell
1,672
-3,173
-65% -$576K 0.01% 472
2025
Q3 		$909K Buy
4,845
+151
+3% +$26.1K 0.02% 368
2025
Q2 		$755K Buy
4,694
+171
+4% +$27K 0.02% 302
2025
Q1 		$751K Sell
4,523
-110
-2% -$19.2K 0.03% 259
2024
Q4 		$798K Buy
4,633
+56
+1% +$9.83K 0.03% 243
2024
Q3 		$774K Buy
4,577
+101
+2% +$16K 0.03% 260
2024
Q2 		$680K Buy
4,476
+331
+8% +$48.8K 0.03% 266
2024
Q1 		$657K Buy
4,145
+518
+14% +$76K 0.03% 284
2023
Q4 		$517K Buy
3,627
+1,357
+60% +$164K 0.02% 315
2023
Q3 		$245K Buy
2,270
+338
+17% +$39.6K 0.03% 281
2023
Q2 		$223K Buy
1,932
+64
+3% +$6.97K 0.02% 273
2023
Q1 		$209K Sell
1,868
-165
-8% -$19.7K 0.02% 304
2022
Q4 		$239K Buy
+2,033
New +$226K 0.03% 302

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

NorthRock Partners's SPG Position: Q2 2026 in Review

NorthRock Partners increased its Simon Property Group (SPG) stake by 1.6% in Q2 2026, buying an estimated $4.32K and bringing the position to 1,338 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

NorthRock Partners first reported a position in SPG in Q4 2022 and has held it in 15 quarters since. The position peaked at $909K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • NorthRock Partners held 1,338 shares of Simon Property Group worth $299K as of Q2 2026.
  • NorthRock Partners bought 21 Simon Property Group shares in Q2 2026, an estimated $4.32K.
  • Simon Property Group made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #537 holding.
  • NorthRock Partners first reported a position in Simon Property Group in Q4 2022 and has held it in 15 quarters since.
  • NorthRock Partners's Simon Property Group position peaked at $909K in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.