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

Empirical 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	$274K	Buy	+1,227	New	+$252K	﹤0.01%	893
2022 Q2	–	Sell	-1,683	Closed	-$222K	–	525
2022 Q1	$222K	Sell	1,683 -69	-4%	-$9.83K	0.01%	457
2021 Q4	$280K	Buy	+1,752	New	+$267K	0.01%	434
2021 Q3	–	Sell	-1,611	Closed	-$210K	–	479
2021 Q2	$210K	Buy	+1,611	New	+$200K	0.01%	418
2021 Q1	–	Sell	-2,391	Closed	-$204K	–	419
2020 Q4	$204K	Buy	+2,391	New	+$183K	0.02%	339

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Empirical Wealth Management's SPG Position: Q2 2026 in Review

Empirical Wealth Management opened a new position in Simon Property Group (SPG) in Q2 2026: 1,227 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in SPG as recently as Q1 2022.

Empirical Wealth Management first reported a position in SPG in Q4 2020 and has held it in 5 quarters since. The position peaked at $280K in Q4 2021. 313 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Empirical Wealth Management held 1,227 shares of Simon Property Group worth $274K as of Q2 2026.
Simon Property Group was a new Empirical Wealth Management position in Q2 2026.
Simon Property Group made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #893 holding.
Empirical Wealth Management first reported a position in Simon Property Group in Q4 2020 and has held it in 5 quarters since.
Empirical Wealth Management's Simon Property Group position peaked at $280K in Q4 2021.
313 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.