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Three Bearings Fiduciary Advisors’s Simon Property Group SPG Stock Holding History

Three Bearings Fiduciary Advisors’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 		$1.12K Hold
5
– – ﹤0.01% 265
2026
Q1 		$933 Hold
5
– – ﹤0.01% 286
2025
Q4 		$957 Buy
+5
New +$908 ﹤0.01% 304

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Three Bearings Fiduciary Advisors's SPG Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its Simon Property Group (SPG) position steady in Q2 2026 at 5 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Three Bearings Fiduciary Advisors first reported a position in SPG in Q4 2025 and has held it in 3 quarters since. 777 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 5 shares of Simon Property Group worth $1.12K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its Simon Property Group share count unchanged in Q2 2026.
  • Simon Property Group made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #265 holding.
  • Three Bearings Fiduciary Advisors first reported a position in Simon Property Group in Q4 2025 and has held it in 3 quarters since.
  • 777 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.