Hamlin Capital Management’s Simon Property Group SPG Stock Holding History

Hamlin Capital Management’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	$163M	Sell	814,071 -52,509	-6%	-$11.4M	4.05%	12
2026 Q2	$194M	Sell	866,580 -31,406	-3%	-$6.46M	4.36%	5
2026 Q1	$168M	Sell	897,986 -7,085	-0.8%	-$1.35M	4.04%	13
2025 Q4	$168M	Sell	905,071 -65,055	-7%	-$11.8M	4.02%	10
2025 Q3	$182M	Buy	970,126 +155,219	+19%	+$26.8M	4.14%	8
2025 Q2	$131M	Buy	814,907 +13,179	+2%	+$2.08M	3.03%	23
2025 Q1	$133M	Buy	801,728 +166,439	+26%	+$29.1M	3.19%	22
2024 Q4	$109M	Buy	+635,289	New	+$111M	2.71%	23

Other funds holding SPG

DLA

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

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

VWM

Vertrix Wealth Management Troy, Michigan $292M AUM

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Hamlin Capital Management's SPG Position: Q3 2026 in Review

Hamlin Capital Management reduced its Simon Property Group (SPG) stake by 6.1% in Q3 2026, selling an estimated $11.4M and leaving 814,071 shares worth $163M. The position accounts for 4.05% of the portfolio, ranked #12.

Hamlin Capital Management first reported a position in SPG in Q4 2024 and has held it in 8 quarters since. The position peaked at $194M in Q2 2026. 85 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Hamlin Capital Management held 814,071 shares of Simon Property Group worth $163M as of Q3 2026.
Hamlin Capital Management sold 52,509 Simon Property Group shares in Q3 2026, an estimated $11.4M.
Simon Property Group made up 4.05% of Hamlin Capital Management's portfolio in Q3 2026, its #12 holding.
Hamlin Capital Management first reported a position in Simon Property Group in Q4 2024 and has held it in 8 quarters since.
Hamlin Capital Management's Simon Property Group position peaked at $194M in Q2 2026.
85 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Hamlin Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.