STACKSTONE WEALTH, LLC’s Simon Property Group SPG Stock Holding History

STACKSTONE WEALTH, LLC’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	$2.91M	Buy	+14,477	New	+$3.15M	0.29%	92

Other funds holding SPG

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

STACKSTONE WEALTH, LLC's SPG Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Simon Property Group (SPG) in Q3 2026: 14,477 shares worth $2.91M. The stake represents 0.29% of the portfolio and ranks #92 among its holdings.

213 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

STACKSTONE WEALTH, LLC held 14,477 shares of Simon Property Group worth $2.91M as of Q3 2026.
Simon Property Group was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Simon Property Group made up 0.29% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #92 holding.
213 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.