Dynamic Wealth Strategies
SPG icon

Dynamic Wealth Strategies’s Simon Property Group SPG Stock Holding History

Dynamic Wealth Strategies’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 		$42.2K Hold
210
– – 0.02% 161
2026
Q2 		$47K Hold
210
– – 0.03% 160
2026
Q1 		$39.2K Buy
210
+139
+196% +$26.5K 0.02% 165
2025
Q4 		$13.1K Buy
71
+20
+39% +$3.63K 0.01% 198
2025
Q3 		$9.6K Buy
51
+16
+46% +$2.76K 0.01% 206
2025
Q2 		$5.63K Sell
35
-14
-29% -$2.21K ﹤0.01% 214
2025
Q1 		$8.14K Buy
+49
New +$8.56K 0.01% 199

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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 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

Dynamic Wealth Strategies's SPG Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Simon Property Group (SPG) position steady in Q3 2026 at 210 shares worth $42.2K. The position accounts for 0.02% of the portfolio, ranked #161.

Dynamic Wealth Strategies first reported a position in SPG in Q1 2025 and has held it in 7 quarters since. The position peaked at $47K in Q2 2026. 330 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Dynamic Wealth Strategies held 210 shares of Simon Property Group worth $42.2K as of Q3 2026.
  • Dynamic Wealth Strategies left its Simon Property Group share count unchanged in Q3 2026.
  • Simon Property Group made up 0.02% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #161 holding.
  • Dynamic Wealth Strategies first reported a position in Simon Property Group in Q1 2025 and has held it in 7 quarters since.
  • Dynamic Wealth Strategies's Simon Property Group position peaked at $47K in Q2 2026.
  • 330 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.