RBA
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Richard Bernstein Advisors’s Simon Property Group SPG Stock Holding History

Richard Bernstein Advisors’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
Q1 		$1.63M Buy
+8,759
New +$1.67M 0.05% 109
2023
Q2 		– Sell
-8,729
Closed -$977K – 204
2023
Q1 		$977K Hold
8,729
– – 0.02% 191
2022
Q4 		$1.03M Buy
+8,729
New +$970K 0.02% 187
2020
Q1 		– Sell
-38,729
Closed -$5.77M – 217
2019
Q4 		$5.77M Hold
38,729
– – 0.19% 75
2019
Q3 		$6.03M Hold
38,729
– – 0.2% 72
2019
Q2 		$6.19M Buy
+38,729
New +$6.67M 0.21% 65
2016
Q3 		– Sell
-13,226
Closed -$2.87M – 242
2016
Q2 		$2.87M Hold
13,226
– – 0.27% 108
2016
Q1 		$2.75M Buy
+13,226
New +$2.54M 0.27% 115

Other funds holding SPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return