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 Q3	$428K	Buy	2,131 +904	+74%	+$197K	0.01%	835
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%	-$9.8K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Empirical Wealth Management's SPG Position: Q3 2026 in Review

Empirical Wealth Management increased its Simon Property Group (SPG) stake by 74% in Q3 2026, buying an estimated $197K and bringing the position to 2,131 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #835.

Empirical Wealth Management first reported a position in SPG in Q4 2020 and has held it in 6 quarters since. 864 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Empirical Wealth Management held 2,131 shares of Simon Property Group worth $428K as of Q3 2026.
Empirical Wealth Management bought 904 Simon Property Group shares in Q3 2026, an estimated $197K.
Simon Property Group made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #835 holding.
Empirical Wealth Management first reported a position in Simon Property Group in Q4 2020 and has held it in 6 quarters since.
864 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.