Cornerstone Planning Group
SPG icon

Cornerstone Planning Group’s Simon Property Group SPG Stock Holding History

Cornerstone Planning Group’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
-127
Closed -$28.8K – 1460
2026
Q2 		$28.8K Sell
127
-12
-9% -$2.47K ﹤0.01% 562
2026
Q1 		$28.1K Buy
139
+16
+13% +$3.05K ﹤0.01% 563
2025
Q4 		$22.6K Buy
123
+88
+251% +$16K ﹤0.01% 555
2025
Q3 		$954 Sell
35
-17
-33% -$2.94K ﹤0.01% 1321
2025
Q2 		$8.8K Buy
52
+18
+53% +$2.84K ﹤0.01% 588
2025
Q1 		$5.21K Buy
34
+16
+89% +$2.8K ﹤0.01% 720
2024
Q4 		$3.18K Buy
18
+2
+13% +$351 ﹤0.01% 677
2024
Q3 		$2.75K Buy
16
+3
+23% +$475 ﹤0.01% 697
2024
Q2 		$1.92K Buy
13
+9
+225% +$1.33K ﹤0.01% 782
2024
Q1 		$572 Hold
4
– – ﹤0.01% 897
2023
Q4 		$571 Hold
4
– – ﹤0.01% 764
2023
Q3 		$432 Buy
+4
New +$468 ﹤0.01% 911

Other funds holding SPG

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cornerstone Planning Group's SPG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Simon Property Group (SPG) in Q3 2026, closing a stake of 127 shares — an estimated $28.8K sold.

Cornerstone Planning Group first reported a position in SPG in Q3 2023 and held it in 12 quarters. The position peaked at $28.8K in Q2 2026. 245 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Simon Property Group position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 127 Simon Property Group shares in Q3 2026, an estimated $28.8K.
  • Cornerstone Planning Group first reported a position in Simon Property Group in Q3 2023 and held it in 12 quarters.
  • Cornerstone Planning Group's Simon Property Group position peaked at $28.8K in Q2 2026.
  • 245 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.