Aspiriant LLC’s Simon Property Group SPG Stock Holding History

Aspiriant 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	$725K	Buy	3,613 +16	+0.4%	+$3.48K	0.02%	210
2026 Q2	$804K	Buy	3,597 +205	+6%	+$42.2K	0.02%	193
2026 Q1	$633K	Sell	3,392 -1,988	-37%	-$379K	0.02%	192
2025 Q4	$996K	Buy	5,380 +91	+2%	+$16.5K	0.03%	158
2025 Q3	$993K	Sell	5,289 -97	-2%	-$16.7K	0.03%	147
2025 Q2	$866K	Sell	5,386 -465	-8%	-$73.5K	0.03%	158
2025 Q1	$972K	Buy	5,851 +74	+1%	+$12.9K	0.03%	142
2024 Q4	$995K	Sell	5,777 -74	-1%	-$13K	0.04%	144
2024 Q3	$989K	Buy	5,851 +103	+2%	+$16.3K	0.04%	146
2024 Q2	$873K	Sell	5,748 -1,533	-21%	-$226K	0.04%	150
2024 Q1	$1.14M	Buy	+7,281	New	+$1.07M	0.05%	138

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

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Aspiriant LLC's SPG Position: Q3 2026 in Review

Aspiriant LLC increased its Simon Property Group (SPG) stake by 0.44% in Q3 2026, buying an estimated $3.48K and bringing the position to 3,613 shares worth $725K. The position accounts for 0.02% of the portfolio, ranked #210.

Aspiriant LLC first reported a position in SPG in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.14M in Q1 2024. 264 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Aspiriant LLC held 3,613 shares of Simon Property Group worth $725K as of Q3 2026.
Aspiriant LLC bought 16 Simon Property Group shares in Q3 2026, an estimated $3.48K.
Simon Property Group made up 0.02% of Aspiriant LLC's portfolio in Q3 2026, its #210 holding.
Aspiriant LLC first reported a position in Simon Property Group in Q1 2024 and has held it in 11 quarters since.
Aspiriant LLC's Simon Property Group position peaked at $1.14M in Q1 2024.
264 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.