Avidian Wealth Enterprises
SPG icon

Avidian Wealth Enterprises’s Simon Property Group SPG Stock Holding History

Avidian Wealth Enterprises’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 		$454K Buy
2,259
+25
+1% +$5.44K 0.01% 504
2026
Q2 		$500K Buy
2,234
+175
+8% +$36K 0.01% 476
2026
Q1 		$384K Buy
2,059
+214
+12% +$40.8K 0.01% 492
2025
Q4 		$342K Buy
1,845
+29
+2% +$5.27K 0.01% 450
2025
Q3 		$341K Buy
1,816
+271
+18% +$46.8K 0.01% 443
2025
Q2 		$248K Buy
1,545
+9
+0.6% +$1.42K 0.01% 475
2025
Q1 		$255K Buy
+1,536
New +$268K 0.01% 452

Other funds holding SPG

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return

Avidian Wealth Enterprises's SPG Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Simon Property Group (SPG) stake by 1.1% in Q3 2026, buying an estimated $5.44K and bringing the position to 2,259 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #504.

Avidian Wealth Enterprises first reported a position in SPG in Q1 2025 and has held it in 7 quarters since. The position peaked at $500K in Q2 2026. 447 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Avidian Wealth Enterprises held 2,259 shares of Simon Property Group worth $454K as of Q3 2026.
  • Avidian Wealth Enterprises bought 25 Simon Property Group shares in Q3 2026, an estimated $5.44K.
  • Simon Property Group made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #504 holding.
  • Avidian Wealth Enterprises first reported a position in Simon Property Group in Q1 2025 and has held it in 7 quarters since.
  • Avidian Wealth Enterprises's Simon Property Group position peaked at $500K in Q2 2026.
  • 447 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.