Aspect Partners’s Simon Property Group SPG Stock Holding History

Aspect Partners’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	$9.8K	Sell	49 -1	-2%	-$218	﹤0.01%	275
2026 Q2	$11.2K	Buy	50 +1	+2%	+$206	﹤0.01%	268
2026 Q1	$9.14K	Buy	49 +1	+2%	+$191	﹤0.01%	279
2025 Q4	$8.89K	Buy	48 +5	+12%	+$908	﹤0.01%	292
2025 Q3	$8.07K	Buy	43 +5	+13%	+$863	﹤0.01%	337
2025 Q2	$6.11K	Hold	38	–	–	﹤0.01%	348
2025 Q1	$6.31K	Hold	38	–	–	﹤0.01%	315
2024 Q4	$6.54K	Hold	38	–	–	﹤0.01%	330
2024 Q3	$6.42K	Hold	38	–	–	﹤0.01%	326
2024 Q2	$5.77K	Sell	38 -21	-36%	-$3.09K	﹤0.01%	340
2024 Q1	$9.23K	Buy	59 +2	+4%	+$293	0.01%	277
2023 Q4	$8.13K	Buy	+57	New	+$6.89K	0.01%	277

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Corda Investment Management Houston, Texas $1.52B AUM 30.53% 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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Aspect Partners's SPG Position: Q3 2026 in Review

Aspect Partners reduced its Simon Property Group (SPG) stake by 2% in Q3 2026, selling an estimated $218 and leaving 49 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Aspect Partners first reported a position in SPG in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.2K in Q2 2026. 327 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Aspect Partners held 49 shares of Simon Property Group worth $9.8K as of Q3 2026.
Aspect Partners sold 1 Simon Property Group share in Q3 2026, an estimated $218.
Simon Property Group made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #275 holding.
Aspect Partners first reported a position in Simon Property Group in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Simon Property Group position peaked at $11.2K in Q2 2026.
327 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.