Rothwell Investment Advisors, LLC’s Simon Property Group SPG Stock Holding History

Rothwell Investment Advisors, 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	$55.6K	Buy	+277	New	+$60.3K	0.03%	408

Other funds holding SPG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SPG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Simon Property Group (SPG) in Q3 2026: 277 shares worth $55.6K. The stake represents 0.03% of the portfolio and ranks #408 among its holdings.

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

Rothwell Investment Advisors, LLC held 277 shares of Simon Property Group worth $55.6K as of Q3 2026.
Simon Property Group was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Simon Property Group made up 0.03% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #408 holding.
726 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.