Axxcess Wealth Management
SPG icon

Axxcess Wealth Management’s Simon Property Group SPG Stock Holding History

Axxcess Wealth Management’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 		– Sell
-6,216
Closed -$1.39M – 1206
2026
Q2 		$1.39M Buy
+6,216
New +$1.28M 0.02% 454
2023
Q4 		– Sell
-3,100
Closed -$335K – 923
2023
Q3 		$335K Buy
+3,100
New +$363K 0.01% 573
2023
Q2 		– Sell
-3,088
Closed -$346K – 679
2023
Q1 		$346K Hold
3,088
– – 0.03% 448
2022
Q4 		$363K Buy
+3,088
New +$343K 0.03% 417

Other funds holding SPG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
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
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Axxcess Wealth Management's SPG Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Simon Property Group (SPG) in Q3 2026, closing a stake of 6,216 shares — an estimated $1.39M sold.

Axxcess Wealth Management first reported a position in SPG in Q4 2022 and held it in 4 quarters. The position peaked at $1.39M in Q2 2026. 559 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Simon Property Group position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 6,216 Simon Property Group shares in Q3 2026, an estimated $1.39M.
  • Axxcess Wealth Management first reported a position in Simon Property Group in Q4 2022 and held it in 4 quarters.
  • Axxcess Wealth Management's Simon Property Group position peaked at $1.39M in Q2 2026.
  • 559 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.