DWM
SPG icon

Dogwood Wealth Management’s Simon Property Group SPG Stock Holding History

Dogwood Wealth Management’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 		$42.9K Buy
192
+21
+12% +$4.32K 0.02% 172
2026
Q1 		$31.9K Buy
171
+41
+32% +$7.82K 0.01% 182
2025
Q4 		$24.1K Buy
130
+16
+14% +$2.91K 0.01% 180
2025
Q3 		$21.4K Buy
114
+61
+115% +$10.5K 0.01% 183
2025
Q2 		$8.66K Buy
53
+33
+165% +$5.21K ﹤0.01% 312
2025
Q1 		$3.32K Buy
+20
New +$3.5K ﹤0.01% 284
2024
Q4 		– Hold
0
– -$5 – 592
2024
Q3 		– Hold
0
– – – 339
2024
Q2 		– Hold
0
– – – 364
2024
Q1 		– Hold
0
– – – 369
2023
Q4 		– Hold
0
– – – 374

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return