Guardian Partners
SPG icon

Guardian Partners’s Simon Property Group SPG Stock Holding History

Guardian 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 		$357K Sell
1,780
-137
-7% -$29.8K 0.03% 178
2026
Q2 		$429K Sell
1,917
-42
-2% -$8.64K 0.04% 157
2026
Q1 		$365K Buy
1,959
+117
+6% +$22.3K 0.03% 159
2025
Q4 		$360K Buy
+1,842
New +$335K 0.03% 177

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Guardian Partners's SPG Position: Q3 2026 in Review

Guardian Partners reduced its Simon Property Group (SPG) stake by 7.1% in Q3 2026, selling an estimated $29.8K and leaving 1,780 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #178.

Guardian Partners first reported a position in SPG in Q4 2025 and has held it in 4 quarters since. The position peaked at $429K in Q2 2026. 490 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Guardian Partners held 1,780 shares of Simon Property Group worth $357K as of Q3 2026.
  • Guardian Partners sold 137 Simon Property Group shares in Q3 2026, an estimated $29.8K.
  • Simon Property Group made up 0.03% of Guardian Partners's portfolio in Q3 2026, its #178 holding.
  • Guardian Partners first reported a position in Simon Property Group in Q4 2025 and has held it in 4 quarters since.
  • Guardian Partners's Simon Property Group position peaked at $429K in Q2 2026.
  • 490 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.