CX Institutional
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CX Institutional’s Simon Property Group SPG Stock Holding History

CX Institutional’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 		$421K Sell
2,099
-118
-5% -$25.7K 0.01% 516
2026
Q2 		$496K Buy
2,217
+312
+16% +$64.2K 0.01% 477
2026
Q1 		$355K Sell
1,905
-77
-4% -$14.7K 0.01% 550
2025
Q4 		$367K Buy
1,982
+275
+16% +$50K 0.01% 507
2025
Q3 		$320K Buy
1,707
+53
+3% +$9.15K 0.01% 553
2025
Q2 		$266K Buy
1,654
+313
+23% +$49.5K 0.01% 537
2025
Q1 		$223K Sell
1,341
-10
-0.7% -$1.75K 0.01% 569
2024
Q4 		$233K Buy
+1,351
New +$237K 0.01% 486
2022
Q3 		– Sell
-597
Closed -$57K – 1034
2022
Q2 		$57K Buy
+597
New +$68.4K ﹤0.01% 649
2021
Q4 		– Sell
-682
Closed -$89K – 816
2021
Q3 		$89K Buy
682
+65
+11% +$8.46K 0.01% 474
2021
Q2 		$81K Buy
617
+184
+42% +$22.9K 0.01% 477
2021
Q1 		$49K Buy
433
+75
+21% +$7.82K ﹤0.01% 497
2020
Q4 		$31K Buy
358
+207
+137% +$15.8K ﹤0.01% 530
2020
Q3 		$10K Buy
151
+125
+481% +$8.2K ﹤0.01% 675
2020
Q2 		$2K Sell
26
-107
-80% -$6.71K ﹤0.01% 763
2020
Q1 		$7K Buy
+133
New +$15.9K ﹤0.01% 514
2019
Q4 		– Sell
-79
Closed -$12K – 766
2019
Q3 		$12K Buy
79
+6
+8% +$933 ﹤0.01% 440
2019
Q2 		$12K Buy
73
+2
+3% +$344 ﹤0.01% 468
2019
Q1 		$13K Buy
+71
New +$12.6K ﹤0.01% 433

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

CX Institutional's SPG Position: Q3 2026 in Review

CX Institutional reduced its Simon Property Group (SPG) stake by 5.3% in Q3 2026, selling an estimated $25.7K and leaving 2,099 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #516.

CX Institutional first reported a position in SPG in Q1 2019 and has held it in 19 quarters since. The position peaked at $496K in Q2 2026. 264 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • CX Institutional held 2,099 shares of Simon Property Group worth $421K as of Q3 2026.
  • CX Institutional sold 118 Simon Property Group shares in Q3 2026, an estimated $25.7K.
  • Simon Property Group made up 0.01% of CX Institutional's portfolio in Q3 2026, its #516 holding.
  • CX Institutional first reported a position in Simon Property Group in Q1 2019 and has held it in 19 quarters since.
  • CX Institutional's Simon Property Group position peaked at $496K in Q2 2026.
  • 264 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.