CFM Wealth Partners’s Simon Property Group SPG Stock Holding History

CFM Wealth Partners’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	$804K	Sell	4,002 -67	-2%	-$14.6K	0.1%	84
2026 Q2	$910K	Buy	4,069 +9	+0.2%	+$1.85K	0.12%	83
2026 Q1	$757K	Sell	4,060 -90	-2%	-$17.2K	0.11%	83
2025 Q4	$768K	Sell	4,150 -480	-10%	-$87.2K	0.11%	83
2025 Q3	$869K	Sell	4,630 -4,084	-47%	-$705K	0.13%	81
2025 Q2	$1.4M	Buy	8,714 +880	+11%	+$139K	0.22%	67
2025 Q1	$1.3M	Buy	7,834 +549	+8%	+$96K	0.23%	68
2024 Q4	$1.25M	Buy	7,285 +984	+16%	+$173K	0.21%	69
2024 Q3	$1.07M	Buy	6,301 +1,798	+40%	+$285K	0.19%	77
2024 Q2	$684K	Buy	4,503 +700	+18%	+$103K	0.13%	90
2024 Q1	$595K	Buy	+3,803	New	+$558K	0.12%	100

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

CFM Wealth Partners's SPG Position: Q3 2026 in Review

CFM Wealth Partners reduced its Simon Property Group (SPG) stake by 1.6% in Q3 2026, selling an estimated $14.6K and leaving 4,002 shares worth $804K. The position accounts for 0.1% of the portfolio, ranked #84.

CFM Wealth Partners first reported a position in SPG in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.4M in Q2 2025. 726 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

CFM Wealth Partners held 4,002 shares of Simon Property Group worth $804K as of Q3 2026.
CFM Wealth Partners sold 67 Simon Property Group shares in Q3 2026, an estimated $14.6K.
Simon Property Group made up 0.1% of CFM Wealth Partners's portfolio in Q3 2026, its #84 holding.
CFM Wealth Partners first reported a position in Simon Property Group in Q1 2024 and has held it in 11 quarters since.
CFM Wealth Partners's Simon Property Group position peaked at $1.4M in Q2 2025.
726 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on CFM Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.