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Farther Finance Advisors’s Simon Property Group SPG Stock Holding History

Farther Finance 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 		$1.97M Sell
9,817
-239
-2% -$52K 0.01% 781
2026
Q2 		$2.25M Buy
10,056
+830
+9% +$171K 0.02% 683
2026
Q1 		$1.74M Buy
9,226
+3,349
+57% +$639K 0.02% 717
2025
Q4 		$1.09M Buy
5,877
+1,295
+28% +$235K 0.01% 850
2025
Q3 		$860K Buy
4,582
+1,050
+30% +$181K 0.01% 803
2025
Q2 		$568K Buy
3,532
+207
+6% +$32.7K 0.01% 851
2025
Q1 		$553K Buy
3,325
+789
+31% +$138K 0.01% 738
2024
Q4 		$437K Sell
2,536
-245
-9% -$43K 0.02% 639
2024
Q3 		$470K Buy
2,781
+883
+47% +$140K 0.02% 612
2024
Q2 		$278K Buy
1,898
+234
+14% +$34.5K 0.01% 697
2024
Q1 		$255K Buy
1,664
+149
+10% +$21.9K 0.02% 602
2023
Q4 		$216K Buy
1,515
+873
+136% +$106K 0.02% 533
2023
Q3 		$69.3K Buy
642
+424
+194% +$49.7K 0.01% 675
2023
Q2 		$25.2K Buy
218
+9
+4% +$980 0.01% 918
2023
Q1 		$23.4K Sell
209
-23
-10% -$2.75K 0.01% 848
2022
Q4 		$27.3K Buy
+232
New +$25.8K 0.01% 638

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

Farther Finance Advisors's SPG Position: Q3 2026 in Review

Farther Finance Advisors reduced its Simon Property Group (SPG) stake by 2.4% in Q3 2026, selling an estimated $52K and leaving 9,817 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #781.

Farther Finance Advisors first reported a position in SPG in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.25M in Q2 2026. 43 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Farther Finance Advisors held 9,817 shares of Simon Property Group worth $1.97M as of Q3 2026.
  • Farther Finance Advisors sold 239 Simon Property Group shares in Q3 2026, an estimated $52K.
  • Simon Property Group made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #781 holding.
  • Farther Finance Advisors first reported a position in Simon Property Group in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Simon Property Group position peaked at $2.25M in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.