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Hennion & Walsh Asset Management’s Simon Property Group SPG Stock Holding History

Hennion & Walsh Asset 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
Q2 		$2.06M Sell
9,203
-553
-6% -$114K 0.06% 377
2026
Q1 		$1.82M Sell
9,756
-241
-2% -$46K 0.06% 368
2025
Q4 		$1.85M Sell
9,997
-651
-6% -$118K 0.06% 369
2025
Q3 		$2M Sell
10,648
-41
-0.4% -$7.08K 0.07% 349
2025
Q2 		$1.72M Buy
10,689
+583
+6% +$92.1K 0.07% 345
2025
Q1 		$1.68M Buy
10,106
+1,797
+22% +$314K 0.07% 321
2024
Q4 		$1.43M Buy
8,309
+90
+1% +$15.8K 0.06% 375
2024
Q3 		$1.39M Buy
8,219
+1,871
+29% +$296K 0.06% 377
2024
Q2 		$964K Buy
6,348
+1,893
+42% +$279K 0.05% 428
2024
Q1 		$697K Buy
4,455
+1,576
+55% +$231K 0.04% 497
2023
Q4 		$411K Buy
2,879
+263
+10% +$31.8K 0.02% 596
2023
Q3 		$283K Buy
+2,616
New +$306K 0.02% 662

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Hennion & Walsh Asset Management's SPG Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Simon Property Group (SPG) stake by 5.7% in Q2 2026, selling an estimated $114K and leaving 9,203 shares worth $2.06M. The position accounts for 0.06% of the portfolio, ranked #377.

Hennion & Walsh Asset Management first reported a position in SPG in Q3 2023 and has held it in 12 quarters since. 277 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Hennion & Walsh Asset Management held 9,203 shares of Simon Property Group worth $2.06M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 553 Simon Property Group shares in Q2 2026, an estimated $114K.
  • Simon Property Group made up 0.06% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #377 holding.
  • Hennion & Walsh Asset Management first reported a position in Simon Property Group in Q3 2023 and has held it in 12 quarters since.
  • 277 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.