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Ross\Johnson & Associates’s Simon Property Group SPG Stock Holding History

Ross\Johnson & Associates’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 		$447 Buy
2
+1
+100% +$206 0.01% 148
2026
Q1 		$187 Hold
1
– – ﹤0.01% 175
2025
Q4 		$185 Hold
1
– – ﹤0.01% 255
2025
Q3 		$188 Hold
1
– – ﹤0.01% 178
2025
Q2 		$161 Hold
1
– – ﹤0.01% 181
2025
Q1 		$166 Buy
+1
New +$175 ﹤0.01% 325

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

Ross\Johnson & Associates's SPG Position: Q2 2026 in Review

Ross\Johnson & Associates increased its Simon Property Group (SPG) stake by 100% in Q2 2026, buying an estimated $206 and bringing the position to 2 shares worth $447. The position accounts for 0.01% of the portfolio, ranked #148.

Ross\Johnson & Associates first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Ross\Johnson & Associates held 2 shares of Simon Property Group worth $447 as of Q2 2026.
  • Ross\Johnson & Associates bought 1 Simon Property Group share in Q2 2026, an estimated $206.
  • Simon Property Group made up 0.01% of Ross\Johnson & Associates's portfolio in Q2 2026, its #148 holding.
  • Ross\Johnson & Associates first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.