DiNuzzo Private Wealth’s Simon Property Group SPG Stock Holding History

DiNuzzo Private Wealth’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 Q2	$22.4K	Hold	100	–	–	﹤0.01%	197
2026 Q1	$18.7K	Hold	100	–	–	﹤0.01%	202
2025 Q4	$18.5K	Hold	100	–	–	﹤0.01%	206
2025 Q3	$18.1K	Hold	100	–	–	﹤0.01%	196
2025 Q2	$16.1K	Hold	100	–	–	﹤0.01%	209
2025 Q1	$16.6K	Hold	100	–	–	﹤0.01%	194
2024 Q4	$17.2K	Buy	+100	New	+$17.6K	﹤0.01%	185

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

DiNuzzo Private Wealth's SPG Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Simon Property Group (SPG) position steady in Q2 2026 at 100 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

DiNuzzo Private Wealth first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 458 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

DiNuzzo Private Wealth held 100 shares of Simon Property Group worth $22.4K as of Q2 2026.
DiNuzzo Private Wealth left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #197 holding.
DiNuzzo Private Wealth first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
458 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.