Highline Wealth Partners
SPG icon

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
Q3 		$26.7K Sell
133
-14
-10% -$3.05K 0.01% 376
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

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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Highline Wealth Partners's SPG Position: Q3 2026 in Review

Highline Wealth Partners reduced its Simon Property Group (SPG) stake by 9.5% in Q3 2026, selling an estimated $3.05K and leaving 133 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #376.

Highline Wealth Partners first reported a position in SPG in Q3 2022 and has held it in 17 quarters since. The position peaked at $913K in Q3 2025. 327 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Highline Wealth Partners held 133 shares of Simon Property Group worth $26.7K as of Q3 2026.
  • Highline Wealth Partners sold 14 Simon Property Group shares in Q3 2026, an estimated $3.05K.
  • Simon Property Group made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #376 holding.
  • Highline Wealth Partners first reported a position in Simon Property Group in Q3 2022 and has held it in 17 quarters since.
  • Highline Wealth Partners's Simon Property Group position peaked at $913K in Q3 2025.
  • 327 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.