FAI Advisors’s Simon Property Group SPG Stock Holding History

FAI Advisors’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	$257K	Buy	1,282 +6	+0.5%	+$1.31K	0.1%	149
2026 Q2	$285K	Sell	1,276 -21	-2%	-$4.32K	0.11%	137
2026 Q1	$242K	Sell	1,297 -15	-1%	-$2.86K	0.11%	142
2025 Q4	$243K	Sell	1,312 -315	-19%	-$57.2K	0.11%	141
2025 Q3	$305K	Buy	1,627 +222	+16%	+$38.3K	0.14%	117
2025 Q2	$226K	Sell	1,405 -37	-3%	-$5.85K	0.11%	147
2025 Q1	$239K	Buy	1,442 +40	+3%	+$6.99K	0.13%	128
2024 Q4	$241K	Buy	+1,402	New	+$246K	0.11%	144

Other funds holding SPG

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

FAI Advisors's SPG Position: Q3 2026 in Review

FAI Advisors increased its Simon Property Group (SPG) stake by 0.47% in Q3 2026, buying an estimated $1.31K and bringing the position to 1,282 shares worth $257K. The position accounts for 0.1% of the portfolio, ranked #149.

FAI Advisors first reported a position in SPG in Q4 2024 and has held it in 8 quarters since. The position peaked at $305K in Q3 2025. 726 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

FAI Advisors held 1,282 shares of Simon Property Group worth $257K as of Q3 2026.
FAI Advisors bought 6 Simon Property Group shares in Q3 2026, an estimated $1.31K.
Simon Property Group made up 0.1% of FAI Advisors's portfolio in Q3 2026, its #149 holding.
FAI Advisors first reported a position in Simon Property Group in Q4 2024 and has held it in 8 quarters since.
FAI Advisors's Simon Property Group position peaked at $305K in Q3 2025.
726 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.