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Ritholtz Wealth Management’s Simon Property Group SPG Stock Holding History

Ritholtz Wealth Management’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 		$1.44M Buy
6,424
+540
+9% +$111K 0.02% 520
2026
Q1 		$1.1M Buy
5,884
+21
+0.4% +$4K 0.02% 526
2025
Q4 		$1.09M Buy
5,863
+192
+3% +$34.9K 0.02% 492
2025
Q3 		$1.06M Sell
5,671
-148
-3% -$25.6K 0.02% 478
2025
Q2 		$935K Sell
5,819
-3,223
-36% -$509K 0.02% 465
2025
Q1 		$1.5M Sell
9,042
-2,026
-18% -$354K 0.04% 308
2024
Q4 		$1.91M Buy
11,068
+1,217
+12% +$214K 0.06% 242
2024
Q3 		$1.67M Buy
9,851
+1,128
+13% +$179K 0.05% 269
2024
Q2 		$1.32M Buy
8,723
+780
+10% +$115K 0.04% 280
2024
Q1 		$1.24M Buy
7,943
+4,451
+127% +$653K 0.04% 304
2023
Q4 		$498K Buy
3,492
+153
+5% +$18.5K 0.02% 493
2023
Q3 		$361K Buy
3,339
+365
+12% +$42.7K 0.02% 515
2023
Q2 		$343K Buy
2,974
+364
+14% +$39.6K 0.02% 512
2023
Q1 		$292K Sell
2,610
-975
-27% -$116K 0.01% 523
2022
Q4 		$421K Sell
3,585
-565
-14% -$62.8K 0.02% 398
2022
Q3 		$372K Buy
4,150
+565
+16% +$57.8K 0.02% 475
2022
Q2 		$340K Sell
3,585
-1,039
-22% -$119K 0.02% 392
2022
Q1 		$608K Sell
4,624
-208
-4% -$29.6K 0.04% 272
2021
Q4 		$772K Buy
4,832
+1,447
+43% +$221K 0.05% 215
2021
Q3 		$440K Buy
+3,385
New +$441K 0.03% 299

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

Ritholtz Wealth Management's SPG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Simon Property Group (SPG) stake by 9.2% in Q2 2026, buying an estimated $111K and bringing the position to 6,424 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #520.

Ritholtz Wealth Management first reported a position in SPG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.91M in Q4 2024. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Ritholtz Wealth Management held 6,424 shares of Simon Property Group worth $1.44M as of Q2 2026.
  • Ritholtz Wealth Management bought 540 Simon Property Group shares in Q2 2026, an estimated $111K.
  • Simon Property Group made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #520 holding.
  • Ritholtz Wealth Management first reported a position in Simon Property Group in Q3 2021 and has held it in 20 quarters since.
  • Ritholtz Wealth Management's Simon Property Group position peaked at $1.91M in Q4 2024.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.