Elevation Wealth Partners
SPG icon

Elevation Wealth Partners’s Simon Property Group SPG Stock Holding History

Elevation Wealth Partners’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 		$338K Sell
1,684
-35
-2% -$7.62K 0.1% 107
2026
Q2 		$384K Buy
1,719
+3
+0.2% +$617 0.12% 93
2026
Q1 		$320K Sell
1,716
-136
-7% -$25.9K 0.11% 96
2025
Q4 		$343K Buy
1,852
+5
+0.3% +$908 0.12% 92
2025
Q3 		$347K Buy
1,847
+28
+2% +$4.83K 0.12% 89
2025
Q2 		$292K Hold
1,819
– – 0.12% 97
2025
Q1 		$302K Hold
1,819
– – 0.13% 88
2024
Q4 		$313K Sell
1,819
-200
-10% -$35.1K 0.13% 87
2024
Q3 		$341K Hold
2,019
– – 0.15% 83
2024
Q2 		$306K Hold
2,019
– – 0.15% 83
2024
Q1 		$316K Hold
2,019
– – 0.16% 86
2023
Q4 		$218K Buy
+2,019
New +$244K 0.13% 94
2023
Q2 		– Sell
-508
Closed -$56.8K – 371
2023
Q1 		$56.8K Buy
+508
New +$60.7K 0.05% 142

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Elevation Wealth Partners's SPG Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Simon Property Group (SPG) stake by 2% in Q3 2026, selling an estimated $7.62K and leaving 1,684 shares worth $338K. The position accounts for 0.1% of the portfolio, ranked #107.

Elevation Wealth Partners first reported a position in SPG in Q1 2023 and has held it in 13 quarters since. The position peaked at $384K in Q2 2026. 398 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Elevation Wealth Partners held 1,684 shares of Simon Property Group worth $338K as of Q3 2026.
  • Elevation Wealth Partners sold 35 Simon Property Group shares in Q3 2026, an estimated $7.62K.
  • Simon Property Group made up 0.1% of Elevation Wealth Partners's portfolio in Q3 2026, its #107 holding.
  • Elevation Wealth Partners first reported a position in Simon Property Group in Q1 2023 and has held it in 13 quarters since.
  • Elevation Wealth Partners's Simon Property Group position peaked at $384K in Q2 2026.
  • 398 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.