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

Activest 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	$62K	Sell	277 -983	-78%	-$202K	0.01%	241
2026 Q1	$235K	Buy	1,260 +313	+33%	+$59.7K	0.04%	135
2025 Q4	$175K	Sell	947 -232	-20%	-$42.1K	0.03%	159
2025 Q3	$221K	Buy	1,179 +26	+2%	+$4.49K	0.04%	122
2025 Q2	$185K	Sell	1,153 -7	-0.6%	-$1.11K	0.04%	101
2025 Q1	$193K	Sell	1,160 -115	-9%	-$20.1K	0.05%	99
2024 Q4	$220K	Sell	1,275 -15	-1%	-$2.63K	0.06%	81
2024 Q3	$218K	Buy	1,290 +215	+20%	+$34K	0.07%	78
2024 Q2	$163K	Buy	1,075 +920	+594%	+$136K	0.05%	94
2024 Q1	$24.3K	Buy	+155	New	+$22.7K	0.01%	163
2023 Q3	–	Sell	-1,047	Closed	-$93.8K	–	389
2023 Q2	$93.8K	Buy	1,047 +662	+172%	+$72.1K	0.06%	45
2023 Q1	$43K	Buy	+385	New	+$46K	0.03%	94
2022 Q3	–	Sell	-1,005	Closed	-$95K	–	594
2022 Q2	$95K	Hold	1,005	–	–	0.07%	67
2022 Q1	$132K	Hold	1,005	–	–	0.08%	58
2021 Q4	$161K	Hold	1,005	–	–	0.1%	60
2021 Q3	$131K	Hold	1,005	–	–	0.09%	62
2021 Q2	$131K	Hold	1,005	–	–	0.1%	61
2021 Q1	$114K	Buy	+1,005	New	+$105K	0.09%	63

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Activest Wealth Management's SPG Position: Q2 2026 in Review

Activest Wealth Management reduced its Simon Property Group (SPG) stake by 78% in Q2 2026, selling an estimated $202K and leaving 277 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #241.

Activest Wealth Management first reported a position in SPG in Q1 2021 and has held it in 18 quarters since. The position peaked at $235K in Q1 2026. 440 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Activest Wealth Management held 277 shares of Simon Property Group worth $62K as of Q2 2026.
Activest Wealth Management sold 983 Simon Property Group shares in Q2 2026, an estimated $202K.
Simon Property Group made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #241 holding.
Activest Wealth Management first reported a position in Simon Property Group in Q1 2021 and has held it in 18 quarters since.
Activest Wealth Management's Simon Property Group position peaked at $235K in Q1 2026.
440 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.