Calamos Wealth Management
SPG icon

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

Calamos 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 		$301K Buy
1,497
+122
+9% +$26.6K 0.01% 383
2026
Q2 		$308K Sell
1,375
-64
-4% -$13.2K 0.01% 375
2026
Q1 		$268K Buy
1,439
+25
+2% +$4.77K 0.01% 462
2025
Q4 		$262K Buy
+1,414
New +$257K 0.01% 386

Other funds holding SPG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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

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

Calamos Wealth Management increased its Simon Property Group (SPG) stake by 8.9% in Q3 2026, buying an estimated $26.6K and bringing the position to 1,497 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #383.

Calamos Wealth Management first reported a position in SPG in Q4 2025 and has held it in 4 quarters since. The position peaked at $308K in Q2 2026. 864 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Calamos Wealth Management held 1,497 shares of Simon Property Group worth $301K as of Q3 2026.
  • Calamos Wealth Management bought 122 Simon Property Group shares in Q3 2026, an estimated $26.6K.
  • Simon Property Group made up 0.01% of Calamos Wealth Management's portfolio in Q3 2026, its #383 holding.
  • Calamos Wealth Management first reported a position in Simon Property Group in Q4 2025 and has held it in 4 quarters since.
  • Calamos Wealth Management's Simon Property Group position peaked at $308K in Q2 2026.
  • 864 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.