Brandywine Oak Private Wealth’s Simon Property Group SPG Stock Holding History

Brandywine Oak Private Wealth’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	$201K	Hold	1,000	–	–	0.02%	240
2026 Q2	$224K	Buy	+1,000	New	+$206K	0.02%	231
2020 Q1	–	Sell	-1,698	Closed	-$252K	–	252
2019 Q4	$252K	Sell	1,698 -1,139	-40%	-$171K	0.05%	211
2019 Q3	$441K	Buy	2,837 +155	+6%	+$24.1K	0.08%	117
2019 Q2	$428K	Sell	2,682 -79	-3%	-$13.6K	0.09%	120
2019 Q1	$503K	Buy	2,761 +171	+7%	+$30.4K	0.1%	102
2018 Q4	$438K	Buy	+2,590	New	+$463K	0.1%	107

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

Brandywine Oak Private Wealth's SPG Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its Simon Property Group (SPG) position steady in Q3 2026 at 1,000 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #240.

Brandywine Oak Private Wealth first reported a position in SPG in Q4 2018 and has held it in 7 quarters since. The position peaked at $503K in Q1 2019. 724 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Brandywine Oak Private Wealth held 1,000 shares of Simon Property Group worth $201K as of Q3 2026.
Brandywine Oak Private Wealth left its Simon Property Group share count unchanged in Q3 2026.
Simon Property Group made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #240 holding.
Brandywine Oak Private Wealth first reported a position in Simon Property Group in Q4 2018 and has held it in 7 quarters since.
Brandywine Oak Private Wealth's Simon Property Group position peaked at $503K in Q1 2019.
724 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.