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Robertson Stephens Wealth Management’s Simon Property Group SPG Stock Holding History

Robertson Stephens 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 		$531K Sell
2,375
-27
-1% -$5.56K 0.01% 428
2026
Q1 		$448K Buy
2,402
+31
+1% +$5.91K 0.01% 438
2025
Q4 		$439K Sell
2,371
-12
-0.5% -$2.18K 0.01% 456
2025
Q3 		$447K Sell
2,383
-228
-9% -$39.4K 0.01% 375
2025
Q2 		$420K Buy
2,611
+28
+1% +$4.42K 0.01% 393
2025
Q1 		$429K Sell
2,583
-216
-8% -$37.8K 0.01% 391
2024
Q4 		$482K Buy
2,799
+224
+9% +$39.3K 0.02% 365
2024
Q3 		$435K Sell
2,575
-137
-5% -$21.7K 0.02% 444
2024
Q2 		$412K Sell
2,712
-16,614
-86% -$2.45M 0.02% 360
2024
Q1 		$3.02M Sell
19,326
-246
-1% -$36.1K 0.16% 110
2023
Q4 		$2.79M Buy
19,572
+2
+0% +$242 0.17% 114
2023
Q3 		$2.11M Buy
19,570
+16,538
+545% +$1.94M 0.14% 136
2023
Q2 		$350K Sell
3,032
-150
-5% -$16.3K 0.02% 331
2023
Q1 		$356K Buy
+3,182
New +$380K 0.03% 340

Other funds holding SPG

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Robertson Stephens Wealth Management's SPG Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Simon Property Group (SPG) stake by 1.1% in Q2 2026, selling an estimated $5.56K and leaving 2,375 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #428.

Robertson Stephens Wealth Management first reported a position in SPG in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.02M in Q1 2024. 597 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Robertson Stephens Wealth Management held 2,375 shares of Simon Property Group worth $531K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 27 Simon Property Group shares in Q2 2026, an estimated $5.56K.
  • Simon Property Group made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #428 holding.
  • Robertson Stephens Wealth Management first reported a position in Simon Property Group in Q1 2023 and has held it in 14 quarters since.
  • Robertson Stephens Wealth Management's Simon Property Group position peaked at $3.02M in Q1 2024.
  • 597 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.