AWM
SPG icon

Abound Wealth Management’s Simon Property Group SPG Stock Holding History

Abound Wealth Management’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 		$18.7K Sell
84
-44
-34% -$9.05K ﹤0.01% 374
2026
Q1 		$23.8K Buy
128
+6
+5% +$1.14K 0.01% 362
2025
Q4 		$22.6K Hold
122
– – 0.01% 337
2025
Q3 		$22.9K Buy
122
+1
+0.8% +$173 0.01% 329
2025
Q2 		$19.5K Sell
121
-4
-3% -$632 0.01% 334
2025
Q1 		$20.8K Sell
125
-1
-0.8% -$175 0.01% 287
2024
Q4 		$21.7K Buy
126
+1
+0.8% +$176 0.01% 268
2024
Q3 		$21.1K Hold
125
– – 0.01% 285
2024
Q2 		$19K Sell
125
-1
-0.8% -$147 0.01% 258
2024
Q1 		$19.7K Sell
126
-1
-0.8% -$147 0.01% 254
2023
Q4 		$18.1K Buy
127
+16
+14% +$1.93K 0.01% 281
2023
Q3 		$12K Sell
111
-11
-9% -$1.29K 0.01% 304
2023
Q2 		$14.1K Buy
122
+35
+40% +$3.81K 0.01% 278
2023
Q1 		$9.74K Buy
87
+1
+1% +$119 ﹤0.01% 290
2022
Q4 		$10.1K Hold
86
– – ﹤0.01% 258
2022
Q3 		$7.72K Buy
+86
New +$8.8K ﹤0.01% 308

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