Financial Management Network
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Financial Management Network’s Simon Property Group SPG Stock Holding History

Financial Management Network’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 		$2.78M Sell
13,843
-252
-2% -$54.9K 0.4% 52
2026
Q2 		$3.22M Buy
14,095
+19
+0.1% +$3.91K 0.46% 47
2026
Q1 		$2.8M Sell
14,076
-399
-3% -$76.1K 0.43% 51
2025
Q4 		$2.66M Sell
14,475
-1,302
-8% -$237K 0.42% 51
2025
Q3 		$2.83M Buy
15,777
+944
+6% +$163K 0.47% 47
2025
Q2 		$2.47M Buy
14,833
+8
+0.1% +$1.26K 0.44% 53
2025
Q1 		$2.13M Sell
14,825
-322
-2% -$56.3K 0.48% 49
2024
Q4 		$2.67M Buy
15,147
+67
+0.4% +$11.8K 0.55% 44
2024
Q3 		$2.56M Sell
15,080
-1,393
-8% -$221K 0.53% 47
2024
Q2 		$2.41M Sell
16,473
-1,097
-6% -$162K 0.58% 36
2024
Q1 		$2.6M Sell
17,570
-1,661
-9% -$244K 0.66% 33
2023
Q4 		$2.7M Buy
19,231
+692
+4% +$83.6K 0.79% 27
2023
Q3 		$1.94M Buy
18,539
+178
+1% +$20.8K 0.64% 35
2023
Q2 		$2.15M Sell
18,361
-663
-3% -$72.2K 0.75% 29
2023
Q1 		$2.12M Buy
19,024
+1,090
+6% +$130K 0.85% 26
2022
Q4 		$2.17M Buy
17,934
+795
+5% +$88.4K 0.97% 23
2022
Q3 		$1.64M Buy
17,139
+1,660
+11% +$170K 0.81% 26
2022
Q2 		$1.48M Buy
15,479
+422
+3% +$48.4K 0.79% 26
2022
Q1 		$2.03M Sell
15,057
-483
-3% -$68.8K 1.03% 21
2021
Q4 		$2.53M Sell
15,540
-448
-3% -$68.4K 1.16% 20
2021
Q3 		$2.11M Sell
15,988
-1,275
-7% -$166K 1.07% 22
2021
Q2 		$2.24M Sell
17,263
-1,640
-9% -$204K 1.14% 21
2021
Q1 		$2.33M Buy
+18,903
New +$1.97M 1.21% 18

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

Financial Management Network's SPG Position: Q3 2026 in Review

Financial Management Network reduced its Simon Property Group (SPG) stake by 1.8% in Q3 2026, selling an estimated $54.9K and leaving 13,843 shares worth $2.78M. The position accounts for 0.4% of the portfolio, ranked #52.

Financial Management Network first reported a position in SPG in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.22M in Q2 2026. 260 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Financial Management Network held 13,843 shares of Simon Property Group worth $2.78M as of Q3 2026.
  • Financial Management Network sold 252 Simon Property Group shares in Q3 2026, an estimated $54.9K.
  • Simon Property Group made up 0.4% of Financial Management Network's portfolio in Q3 2026, its #52 holding.
  • Financial Management Network first reported a position in Simon Property Group in Q1 2021 and has held it in 23 quarters since.
  • Financial Management Network's Simon Property Group position peaked at $3.22M in Q2 2026.
  • 260 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.