Diversify Advisory Services’s Simon Property Group SPG Stock Holding History

Diversify Advisory Services’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	$1.11M	Buy	5,460 +220	+4%	+$47.9K	0.02%	629
2026 Q2	$1.21M	Buy	+5,240	New	+$1.08M	0.02%	566
2026 Q1	–	Sell	-5,124	Closed	-$948K	–	759
2025 Q4	$948K	Sell	5,124 -1,375	-21%	-$250K	0.03%	412
2025 Q3	$1.15M	Sell	6,499 -2,840	-30%	-$490K	0.04%	330
2025 Q2	$1.58M	Buy	9,339 +7,938	+567%	+$1.25M	0.06%	226
2025 Q1	$220K	Sell	1,401 -136	-9%	-$23.8K	0.01%	593
2024 Q4	$263K	Buy	+1,537	New	+$270K	0.01%	518
2024 Q2	–	Sell	-3,870	Closed	-$594K	–	712
2024 Q1	$594K	Buy	+3,870	New	+$568K	0.04%	379

Other funds holding SPG

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Diversify Advisory Services's SPG Position: Q3 2026 in Review

Diversify Advisory Services increased its Simon Property Group (SPG) stake by 4.2% in Q3 2026, buying an estimated $47.9K and bringing the position to 5,460 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #629.

Diversify Advisory Services first reported a position in SPG in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q2 2025. 255 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Diversify Advisory Services held 5,460 shares of Simon Property Group worth $1.11M as of Q3 2026.
Diversify Advisory Services bought 220 Simon Property Group shares in Q3 2026, an estimated $47.9K.
Simon Property Group made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #629 holding.
Diversify Advisory Services first reported a position in Simon Property Group in Q1 2024 and has held it in 8 quarters since.
Diversify Advisory Services's Simon Property Group position peaked at $1.58M in Q2 2025.
255 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.