1WA
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180 Wealth Advisors’s Simon Property Group SPG Stock Holding History

180 Wealth 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 		$410K Sell
1,834
-40
-2% -$8.23K 0.04% 317
2026
Q1 		$350K Sell
1,874
-2
-0.1% -$381 0.04% 333
2025
Q4 		$347K Buy
+1,876
New +$341K 0.04% 327
2019
Q4 		– Sell
-1,921
Closed -$285K – 277
2019
Q3 		$285K Sell
1,921
-1,548
-45% -$241K 0.13% 198
2019
Q2 		$546K Sell
3,469
-136
-4% -$23.4K 0.25% 120
2019
Q1 		$627K Sell
3,605
-492
-12% -$87.4K 0.28% 98
2018
Q4 		$724K Sell
4,097
-165
-4% -$29.5K 0.34% 91
2018
Q3 		$753K Buy
4,262
+1,135
+36% +$201K 0.35% 90
2018
Q2 		$532K Buy
+3,127
New +$498K 0.26% 117

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return