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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Roble Belko & Company's SPG Position: Q1 2026 in Review

Roble Belko & Company held its Simon Property Group (SPG) position steady in Q1 2026 at 3,000 shares worth $560K. The position accounts for 0.07% of the portfolio, ranked #78.

Roble Belko & Company first reported a position in SPG in Q1 2024 and has held it in 9 quarters since. The position peaked at $563K in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Roble Belko & Company held 3,000 shares of Simon Property Group worth $560K as of Q1 2026.
Roble Belko & Company left its Simon Property Group share count unchanged in Q1 2026.
Simon Property Group made up 0.07% of Roble Belko & Company's portfolio in Q1 2026, its #78 holding.
Roble Belko & Company first reported a position in Simon Property Group in Q1 2024 and has held it in 9 quarters since.
Roble Belko & Company's Simon Property Group position peaked at $563K in Q3 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.