Embree Financial Group
SPG icon

Embree Financial Group’s Simon Property Group SPG Stock Holding History

Embree Financial Group’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 		$364K Buy
1,812
+38
+2% +$8.27K 0.04% 202
2026
Q2 		$397K Buy
1,774
+54
+3% +$11.1K 0.04% 189
2026
Q1 		$321K Sell
1,720
-694
-29% -$132K 0.04% 199
2025
Q4 		$447K Buy
2,414
+56
+2% +$10.2K 0.05% 158
2025
Q3 		$443K Buy
2,358
+36
+2% +$6.22K 0.06% 151
2025
Q2 		$373K Sell
2,322
-5
-0.2% -$790 0.06% 149
2025
Q1 		$386K Buy
2,327
+28
+1% +$4.89K 0.06% 141
2024
Q4 		$396K Sell
2,299
-216
-9% -$37.9K 0.07% 134
2024
Q3 		$425K Buy
2,515
+30
+1% +$4.75K 0.08% 125
2024
Q2 		$377K Sell
2,485
-629
-20% -$92.7K 0.07% 129
2024
Q1 		$487K Buy
3,114
+141
+5% +$20.7K 0.1% 121
2023
Q4 		$424K Buy
+2,973
New +$359K 0.09% 122

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

Embree Financial Group's SPG Position: Q3 2026 in Review

Embree Financial Group increased its Simon Property Group (SPG) stake by 2.1% in Q3 2026, buying an estimated $8.27K and bringing the position to 1,812 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #202.

Embree Financial Group first reported a position in SPG in Q4 2023 and has held it in 12 quarters since. The position peaked at $487K in Q1 2024. 298 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Embree Financial Group held 1,812 shares of Simon Property Group worth $364K as of Q3 2026.
  • Embree Financial Group bought 38 Simon Property Group shares in Q3 2026, an estimated $8.27K.
  • Simon Property Group made up 0.04% of Embree Financial Group's portfolio in Q3 2026, its #202 holding.
  • Embree Financial Group first reported a position in Simon Property Group in Q4 2023 and has held it in 12 quarters since.
  • Embree Financial Group's Simon Property Group position peaked at $487K in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Embree Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.