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BOLTON SECURITIES CORPORATION’s Simon Property Group SPG Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$492K Sell
2,452
-135
-5% -$29.4K 0.02% 615
2026
Q2 		$579K Buy
2,587
+238
+10% +$49K 0.02% 567
2026
Q1 		$438K Buy
+2,349
New +$448K 0.02% 576
2025
Q3 		$435K Buy
+2,317
New +$400K 0.02% 550
2025
Q1 		$364K Buy
+2,190
New +$383K 0.02% 558

Other funds holding SPG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SPG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Simon Property Group (SPG) stake by 5.2% in Q3 2026, selling an estimated $29.4K and leaving 2,452 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #615.

BOLTON SECURITIES CORPORATION first reported a position in SPG in Q1 2025 and has held it in 5 quarters since. The position peaked at $579K in Q2 2026. 959 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 2,452 shares of Simon Property Group worth $492K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 135 Simon Property Group shares in Q3 2026, an estimated $29.4K.
  • Simon Property Group made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #615 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Simon Property Group in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Simon Property Group position peaked at $579K in Q2 2026.
  • 959 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.