Atwood & Palmer’s Simon Property Group SPG Stock Holding History

Atwood & Palmer’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	$34.7K	Sell	155 -8	-5%	-$1.65K	﹤0.01%	281
2026 Q1	$30.4K	Buy	163 +8	+5%	+$1.53K	﹤0.01%	286
2025 Q4	$28.7K	Hold	155	–	–	﹤0.01%	288
2025 Q3	$29.1K	Hold	155	–	–	﹤0.01%	294
2025 Q2	$24.9K	Hold	155	–	–	﹤0.01%	297
2025 Q1	$25.7K	Hold	155	–	–	﹤0.01%	273
2024 Q4	$26.7K	Hold	155	–	–	﹤0.01%	268
2024 Q3	$26.2K	Hold	155	–	–	﹤0.01%	268
2024 Q2	$23.5K	Hold	155	–	–	﹤0.01%	279
2024 Q1	$24.3K	Hold	155	–	–	﹤0.01%	264
2023 Q4	$22.1K	Hold	155	–	–	﹤0.01%	273
2023 Q3	$16.7K	Hold	155	–	–	﹤0.01%	281
2023 Q2	$17.9K	Hold	155	–	–	﹤0.01%	284
2023 Q1	$17.4K	Hold	155	–	–	﹤0.01%	272
2022 Q4	$18.2K	Hold	155	–	–	﹤0.01%	291
2022 Q3	$14K	Hold	155	–	–	﹤0.01%	291
2022 Q2	$15K	Hold	155	–	–	﹤0.01%	307
2022 Q1	$20K	Hold	155	–	–	﹤0.01%	312
2021 Q4	$25K	Hold	155	–	–	﹤0.01%	297
2021 Q3	$20K	Hold	155	–	–	﹤0.01%	304
2021 Q2	$20K	Hold	155	–	–	﹤0.01%	295
2021 Q1	$18K	Hold	155	–	–	﹤0.01%	306
2020 Q4	$13K	Hold	155	–	–	﹤0.01%	307
2020 Q3	$10K	Hold	155	–	–	﹤0.01%	267
2020 Q2	$11K	Hold	155	–	–	﹤0.01%	257
2020 Q1	$9K	Hold	155	–	–	﹤0.01%	255
2019 Q4	$23K	Hold	155	–	–	﹤0.01%	216
2019 Q3	$24K	Hold	155	–	–	﹤0.01%	224
2019 Q2	$25K	Hold	155	–	–	﹤0.01%	212
2019 Q1	$28K	Hold	155	–	–	﹤0.01%	203
2018 Q4	$26K	Hold	155	–	–	﹤0.01%	199
2018 Q3	$27K	Hold	155	–	–	﹤0.01%	212
2018 Q2	$26K	Hold	155	–	–	﹤0.01%	214
2018 Q1	$24K	Hold	155	–	–	﹤0.01%	217
2017 Q4	$27K	Hold	155	–	–	﹤0.01%	209
2017 Q3	$25K	Hold	155	–	–	﹤0.01%	212
2017 Q2	$25K	Hold	155	–	–	﹤0.01%	216
2017 Q1	$27K	Hold	155	–	–	﹤0.01%	205
2016 Q4	$28K	Hold	155	–	–	0.01%	207
2016 Q3	$32K	Hold	155	–	–	0.01%	195
2016 Q2	$34K	Hold	155	–	–	0.01%	194
2016 Q1	$32K	Hold	155	–	–	0.01%	202
2015 Q4	$30K	Hold	155	–	–	0.01%	234
2015 Q3	$28K	Hold	155	–	–	0.01%	234
2015 Q2	$27K	Hold	155	–	–	﹤0.01%	222
2015 Q1	$30K	Hold	155	–	–	0.01%	211
2014 Q4	$29K	Hold	155	–	–	0.01%	227
2014 Q3	$25K	Hold	155	–	–	﹤0.01%	246
2014 Q2	$26K	Buy	+155	New	+$25.3K	0.01%	220

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

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Atwood & Palmer's SPG Position: Q2 2026 in Review

Atwood & Palmer reduced its Simon Property Group (SPG) stake by 4.9% in Q2 2026, selling an estimated $1.65K and leaving 155 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Atwood & Palmer first reported a position in SPG in Q2 2014 and has held it in 49 quarters since. 351 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Atwood & Palmer held 155 shares of Simon Property Group worth $34.7K as of Q2 2026.
Atwood & Palmer sold 8 Simon Property Group shares in Q2 2026, an estimated $1.65K.
Simon Property Group made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #281 holding.
Atwood & Palmer first reported a position in Simon Property Group in Q2 2014 and has held it in 49 quarters since.
351 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.