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Essential Partners’s Simon Property Group SPG Stock Holding History

Essential 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 		$32.3K Hold
161
– – 0.01% 760
2026
Q2 		$36K Sell
161
-96
-37% -$19.8K 0.02% 700
2026
Q1 		$48K Sell
257
-624
-71% -$119K 0.02% 612
2025
Q4 		$163K Buy
881
+17
+2% +$3.09K 0.05% 356
2025
Q3 		$162K Buy
864
+662
+328% +$114K 0.05% 357
2025
Q2 		$32.5K Buy
+202
New +$31.9K 0.01% 562

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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Essential Partners's SPG Position: Q3 2026 in Review

Essential Partners held its Simon Property Group (SPG) position steady in Q3 2026 at 161 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #760.

Essential Partners first reported a position in SPG in Q2 2025 and has held it in 6 quarters since. The position peaked at $163K in Q4 2025. 245 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Essential Partners held 161 shares of Simon Property Group worth $32.3K as of Q3 2026.
  • Essential Partners left its Simon Property Group share count unchanged in Q3 2026.
  • Simon Property Group made up 0.01% of Essential Partners's portfolio in Q3 2026, its #760 holding.
  • Essential Partners first reported a position in Simon Property Group in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Simon Property Group position peaked at $163K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.