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TRB Wealth Management’s Simon Property Group SPG Stock Holding History

TRB 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 		$216K Buy
+968
New +$199K 0.03% 264

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

TRB Wealth Management's SPG Position: Q2 2026 in Review

TRB Wealth Management opened a new position in Simon Property Group (SPG) in Q2 2026: 968 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #264 among its holdings.

1,349 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • TRB Wealth Management held 968 shares of Simon Property Group worth $216K as of Q2 2026.
  • Simon Property Group was a new TRB Wealth Management position in Q2 2026.
  • Simon Property Group made up 0.03% of TRB Wealth Management's portfolio in Q2 2026, its #264 holding.
  • 1,349 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.