Vontobel Holding
SPG icon

Vontobel Holding’s Simon Property Group SPG Stock Holding History

Vontobel Holding’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 		$1.26M Sell
5,645
-2,472
-30% -$509K ﹤0.01% 749
2026
Q1 		$1.51M Buy
8,117
+2,547
+46% +$486K 0.01% 572
2025
Q4 		$1.03M Buy
5,570
+3,212
+136% +$584K ﹤0.01% 745
2025
Q3 		$443K Buy
2,358
+789
+50% +$136K ﹤0.01% 987
2025
Q2 		$252K Buy
+1,569
New +$248K ﹤0.01% 1105
2024
Q4 		– Sell
-1,836
Closed -$310K – 1167
2024
Q3 		$310K Buy
+1,836
New +$291K ﹤0.01% 907

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

Vontobel Holding's SPG Position: Q2 2026 in Review

Vontobel Holding reduced its Simon Property Group (SPG) stake by 30% in Q2 2026, selling an estimated $509K and leaving 5,645 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Vontobel Holding first reported a position in SPG in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.51M in Q1 2026. 1,361 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Vontobel Holding held 5,645 shares of Simon Property Group worth $1.26M as of Q2 2026.
  • Vontobel Holding sold 2,472 Simon Property Group shares in Q2 2026, an estimated $509K.
  • Simon Property Group made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #749 holding.
  • Vontobel Holding first reported a position in Simon Property Group in Q3 2024 and has held it in 6 quarters since.
  • Vontobel Holding's Simon Property Group position peaked at $1.51M in Q1 2026.
  • 1,361 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.