Avanza Fonder’s Simon Property Group SPG Stock Holding History

Avanza Fonder’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	$6.35M	Buy	31,646 +3,206	+11%	+$698K	0.12%	149
2026 Q2	$6.36M	Hold	28,440	–	–	0.14%	141
2026 Q1	$5.3M	Hold	28,440	–	–	0.15%	138
2025 Q4	$5.26M	Buy	28,440 +4,643	+20%	+$844K	0.13%	145
2025 Q3	$4.47M	Hold	23,797	–	–	0.12%	144
2025 Q2	$3.83M	Buy	23,797 +2,565	+12%	+$405K	0.11%	156
2025 Q1	$3.62M	Sell	21,232 -3,325	-14%	-$581K	0.12%	161
2024 Q4	$4.23M	Buy	+24,557	New	+$4.31M	0.13%	138

Other funds holding SPG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Avanza Fonder's SPG Position: Q3 2026 in Review

Avanza Fonder increased its Simon Property Group (SPG) stake by 11% in Q3 2026, buying an estimated $698K and bringing the position to 31,646 shares worth $6.35M. The position accounts for 0.12% of the portfolio, ranked #149.

Avanza Fonder first reported a position in SPG in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.36M in Q2 2026. 864 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Avanza Fonder held 31,646 shares of Simon Property Group worth $6.35M as of Q3 2026.
Avanza Fonder bought 3,206 Simon Property Group shares in Q3 2026, an estimated $698K.
Simon Property Group made up 0.12% of Avanza Fonder's portfolio in Q3 2026, its #149 holding.
Avanza Fonder first reported a position in Simon Property Group in Q4 2024 and has held it in 8 quarters since.
Avanza Fonder's Simon Property Group position peaked at $6.36M in Q2 2026.
864 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Avanza Fonder's 13F filing for Q3 2026, filed 13 Oct 2026.