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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Richard Bernstein Advisors's SPG Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Simon Property Group (SPG) in Q1 2026: 8,759 shares worth $1.63M. The stake represents 0.05% of the portfolio and ranks #109 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in SPG as recently as Q1 2023.

Richard Bernstein Advisors first reported a position in SPG in Q1 2016 and has held it in 8 quarters since. The position peaked at $6.19M in Q2 2019. 1,310 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Richard Bernstein Advisors held 8,759 shares of Simon Property Group worth $1.63M as of Q1 2026.
Simon Property Group was a new Richard Bernstein Advisors position in Q1 2026.
Simon Property Group made up 0.05% of Richard Bernstein Advisors's portfolio in Q1 2026, its #109 holding.
Richard Bernstein Advisors first reported a position in Simon Property Group in Q1 2016 and has held it in 8 quarters since.
Richard Bernstein Advisors's Simon Property Group position peaked at $6.19M in Q2 2019.
1,310 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.