4Wealth Advisors
SPG icon

4Wealth Advisors’s Simon Property Group SPG Stock Holding History

4Wealth 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
Q3 		– Sell
-1,411
Closed -$321K – 164
2026
Q2 		$321K Buy
1,411
+13
+0.9% +$2.68K 0.25% 112
2026
Q1 		$255K Sell
1,398
-635
-31% -$121K 0.22% 119
2025
Q4 		$376K Buy
2,033
+46
+2% +$8.36K 0.32% 100
2025
Q3 		$373K Buy
1,987
+140
+8% +$24.2K 0.33% 95
2025
Q2 		$297K Sell
1,847
-16
-0.9% -$2.53K 0.3% 109
2025
Q1 		$309K Sell
1,863
-59
-3% -$10.3K 0.34% 101
2024
Q4 		$331K Buy
+1,922
New +$337K 0.33% 104

Other funds holding SPG

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

4Wealth Advisors's SPG Position: Q3 2026 in Review

4Wealth Advisors sold out of Simon Property Group (SPG) in Q3 2026, closing a stake of 1,411 shares — an estimated $321K sold.

4Wealth Advisors first reported a position in SPG in Q4 2024 and held it in 7 quarters. The position peaked at $376K in Q4 2025. 490 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • 4Wealth Advisors reported no remaining Simon Property Group position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 1,411 Simon Property Group shares in Q3 2026, an estimated $321K.
  • 4Wealth Advisors first reported a position in Simon Property Group in Q4 2024 and held it in 7 quarters.
  • 4Wealth Advisors's Simon Property Group position peaked at $376K in Q4 2025.
  • 490 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.