Roble Belko & Company’s Simon Property Group SPG Stock Holding History

Roble Belko & Company’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	$671K	Hold	3,000	–	–	0.07%	75
2026 Q1	$560K	Hold	3,000	–	–	0.07%	78
2025 Q4	$555K	Hold	3,000	–	–	0.07%	78
2025 Q3	$563K	Hold	3,000	–	–	0.08%	76
2025 Q2	$482K	Hold	3,000	–	–	0.07%	78
2025 Q1	$498K	Hold	3,000	–	–	0.08%	74
2024 Q4	$517K	Hold	3,000	–	–	0.08%	74
2024 Q3	$507K	Hold	3,000	–	–	0.08%	72
2024 Q2	$455K	Hold	3,000	–	–	0.08%	75
2024 Q1	$469K	Buy	+3,000	New	+$440K	0.08%	76

Other funds holding SPG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Roble Belko & Company's SPG Position: Q2 2026 in Review

Roble Belko & Company held its Simon Property Group (SPG) position steady in Q2 2026 at 3,000 shares worth $671K. The position accounts for 0.07% of the portfolio, ranked #75.

Roble Belko & Company first reported a position in SPG in Q1 2024 and has held it in 10 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Roble Belko & Company held 3,000 shares of Simon Property Group worth $671K as of Q2 2026.
Roble Belko & Company left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.07% of Roble Belko & Company's portfolio in Q2 2026, its #75 holding.
Roble Belko & Company first reported a position in Simon Property Group in Q1 2024 and has held it in 10 quarters since.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.