Cassaday & Co Wealth Management
SPG icon

Cassaday & Co Wealth Management’s Simon Property Group SPG Stock Holding History

Cassaday & Co 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
-3
Closed -$671 – 1456
2026
Q2 		$671 Sell
3
-6
-67% -$1.24K ﹤0.01% 1110
2026
Q1 		$1.68K Buy
+9
New +$1.72K ﹤0.01% 1086

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Morgan Stanley
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Fidelity Investments
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cassaday & Co Wealth Management's SPG Position: Q3 2026 in Review

Cassaday & Co Wealth Management sold out of Simon Property Group (SPG) in Q3 2026, closing a stake of 3 shares — an estimated $671 sold.

Cassaday & Co Wealth Management first reported a position in SPG in Q1 2026 and held it in 2 quarters. The position peaked at $1.68K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Cassaday & Co Wealth Management reported no remaining Simon Property Group position as of Q3 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 3 Simon Property Group shares in Q3 2026, an estimated $671.
  • Cassaday & Co Wealth Management first reported a position in Simon Property Group in Q1 2026 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's Simon Property Group position peaked at $1.68K in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.