Boyd Watterson Asset Management’s Simon Property Group SPG Stock Holding History

Boyd Watterson Asset 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	$30.1K	Hold	150	–	–	0.01%	220
2026 Q2	$33.5K	Hold	150	–	–	0.01%	214
2026 Q1	$28K	Hold	150	–	–	0.01%	226
2025 Q4	$27.8K	Sell	150 -3	-2%	-$545	0.01%	228
2025 Q3	$28.7K	Hold	153	–	–	0.01%	224
2025 Q2	$24.6K	Hold	153	–	–	0.01%	237
2025 Q1	$25.4K	Hold	153	–	–	0.01%	239
2024 Q4	$26.3K	Hold	153	–	–	0.01%	241
2024 Q3	$25.9K	Hold	153	–	–	0.01%	239
2024 Q2	$23.2K	Hold	153	–	–	0.01%	243
2024 Q1	$23.9K	Hold	153	–	–	0.01%	241
2023 Q4	$21.8K	Hold	153	–	–	0.01%	251
2023 Q3	$16.5K	Hold	153	–	–	0.01%	269
2023 Q2	$17.7K	Hold	153	–	–	0.01%	270
2023 Q1	$17.1K	Hold	153	–	–	0.01%	274
2022 Q4	$18K	Buy	+153	New	+$17K	0.01%	267

Other funds holding SPG

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Boyd Watterson Asset Management's SPG Position: Q3 2026 in Review

Boyd Watterson Asset Management held its Simon Property Group (SPG) position steady in Q3 2026 at 150 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #220.

Boyd Watterson Asset Management first reported a position in SPG in Q4 2022 and has held it in 16 quarters since. The position peaked at $33.5K in Q2 2026. 726 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Boyd Watterson Asset Management held 150 shares of Simon Property Group worth $30.1K as of Q3 2026.
Boyd Watterson Asset Management left its Simon Property Group share count unchanged in Q3 2026.
Simon Property Group made up 0.01% of Boyd Watterson Asset Management's portfolio in Q3 2026, its #220 holding.
Boyd Watterson Asset Management first reported a position in Simon Property Group in Q4 2022 and has held it in 16 quarters since.
Boyd Watterson Asset Management's Simon Property Group position peaked at $33.5K in Q2 2026.
726 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q3 2026, filed 6 Nov 2026.