Halbert Hargrove Global Advisors’s Simon Property Group SPG Stock Holding History

Halbert Hargrove Global 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	$105K	Hold	521	–	–	﹤0.01%	144
2026 Q2	$117K	Hold	521	–	–	0.01%	143
2026 Q1	$97.2K	Hold	521	–	–	﹤0.01%	145
2025 Q4	$96.4K	Sell	521 -20	-4%	-$3.63K	﹤0.01%	140
2025 Q3	$102K	Buy	+541	New	+$93.4K	﹤0.01%	143
2025 Q2	–	Sell	-4	Closed	-$665	–	605
2025 Q1	$665	Buy	+4	New	+$699	﹤0.01%	476

Other funds holding SPG

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

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Halbert Hargrove Global Advisors's SPG Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its Simon Property Group (SPG) position steady in Q3 2026 at 521 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #144.

Halbert Hargrove Global Advisors first reported a position in SPG in Q1 2025 and has held it in 6 quarters since. The position peaked at $117K in Q2 2026. 264 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Halbert Hargrove Global Advisors held 521 shares of Simon Property Group worth $105K as of Q3 2026.
Halbert Hargrove Global Advisors left its Simon Property Group share count unchanged in Q3 2026.
Simon Property Group made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #144 holding.
Halbert Hargrove Global Advisors first reported a position in Simon Property Group in Q1 2025 and has held it in 6 quarters since.
Halbert Hargrove Global Advisors's Simon Property Group position peaked at $117K in Q2 2026.
264 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.