Frank Rimerman Advisors’s Simon Property Group SPG Stock Holding History

Frank Rimerman 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	$1.51M	Sell	7,513 -18	-0.2%	-$3.92K	0.08%	178
2026 Q2	$1.68M	Buy	7,531 +32	+0.4%	+$6.58K	0.1%	164
2026 Q1	$1.4M	Sell	7,499 -3	-0%	-$572	0.09%	181
2025 Q4	$1.39M	Buy	7,502 +82	+1%	+$14.9K	0.09%	178
2025 Q3	$1.39M	Sell	7,420 -55	-0.7%	-$9.5K	0.09%	172
2025 Q2	$1.2M	Sell	7,475 -350	-4%	-$55.3K	0.08%	185
2025 Q1	$1.3M	Sell	7,825 -206	-3%	-$36K	0.1%	163
2024 Q4	$1.38M	Buy	8,031 +207	+3%	+$36.3K	0.1%	146
2024 Q3	$1.32M	Buy	7,824 +41	+0.5%	+$6.49K	0.09%	173
2024 Q2	$1.18M	Buy	+7,783	New	+$1.15M	0.08%	190

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

Frank Rimerman Advisors's SPG Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Simon Property Group (SPG) stake by 0.24% in Q3 2026, selling an estimated $3.92K and leaving 7,513 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #178.

Frank Rimerman Advisors first reported a position in SPG in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.68M in Q2 2026. 864 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Frank Rimerman Advisors held 7,513 shares of Simon Property Group worth $1.51M as of Q3 2026.
Frank Rimerman Advisors sold 18 Simon Property Group shares in Q3 2026, an estimated $3.92K.
Simon Property Group made up 0.08% of Frank Rimerman Advisors's portfolio in Q3 2026, its #178 holding.
Frank Rimerman Advisors first reported a position in Simon Property Group in Q2 2024 and has held it in 10 quarters since.
Frank Rimerman Advisors's Simon Property Group position peaked at $1.68M in Q2 2026.
864 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.