LeConte Wealth Management’s Simon Property Group SPG Stock Holding History

LeConte Wealth 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	$200K	Buy	+997	New	+$217K	0.11%	188

Other funds holding SPG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LeConte Wealth Management's SPG Position: Q3 2026 in Review

LeConte Wealth Management opened a new position in Simon Property Group (SPG) in Q3 2026: 997 shares worth $200K. The stake represents 0.11% of the portfolio and ranks #188 among its holdings.

864 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

LeConte Wealth Management held 997 shares of Simon Property Group worth $200K as of Q3 2026.
Simon Property Group was a new LeConte Wealth Management position in Q3 2026.
Simon Property Group made up 0.11% of LeConte Wealth Management's portfolio in Q3 2026, its #188 holding.
864 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.