Highline Wealth Partners’s Simon Property Group SPG Stock Holding History

Highline Wealth 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 Q2	$32.8K	Buy	147 +70	+91%	+$14.4K	0.01%	301
2026 Q1	$14.3K	Buy	77 +44	+133%	+$8.39K	﹤0.01%	365
2025 Q4	$6.04K	Sell	33 -4,833	-99%	-$878K	﹤0.01%	508
2025 Q3	$913K	Buy	4,866 +1	+0%	+$173	0.25%	57
2025 Q2	$782K	Sell	4,865 -23	-0.5%	-$3.63K	0.23%	60
2025 Q1	$812K	Buy	4,888 +9	+0.2%	+$1.57K	0.27%	59
2024 Q4	$840K	Buy	4,879 +14	+0.3%	+$2.46K	0.27%	58
2024 Q3	$822K	Buy	4,865 +5	+0.1%	+$792	0.28%	61
2024 Q2	$738K	Buy	4,860 +19	+0.4%	+$2.8K	0.28%	61
2024 Q1	$758K	Sell	4,841 -1	-0%	-$147	0.31%	62
2023 Q4	$691K	Hold	4,842	–	–	0.33%	64
2023 Q3	$523K	Hold	4,842	–	–	0.32%	68
2023 Q2	$559K	Hold	4,842	–	–	0.35%	67
2023 Q1	$542K	Buy	4,842 +1	+0%	+$119	0.37%	65
2022 Q4	$569K	Hold	4,841	–	–	0.42%	65
2022 Q3	$434K	Buy	+4,841	New	+$495K	0.35%	63

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Highline Wealth Partners's SPG Position: Q2 2026 in Review

Highline Wealth Partners increased its Simon Property Group (SPG) stake by 91% in Q2 2026, buying an estimated $14.4K and bringing the position to 147 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #301.

Highline Wealth Partners first reported a position in SPG in Q3 2022 and has held it in 16 quarters since. The position peaked at $913K in Q3 2025. 254 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Highline Wealth Partners held 147 shares of Simon Property Group worth $32.8K as of Q2 2026.
Highline Wealth Partners bought 70 Simon Property Group shares in Q2 2026, an estimated $14.4K.
Simon Property Group made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #301 holding.
Highline Wealth Partners first reported a position in Simon Property Group in Q3 2022 and has held it in 16 quarters since.
Highline Wealth Partners's Simon Property Group position peaked at $913K in Q3 2025.
254 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.