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Legacy Wealth Asset Management’s Simon Property Group SPG Stock Holding History

Legacy Wealth 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
Q3 		$1.21M Sell
6,017
-1,053
-15% -$229K 0.26% 109
2026
Q2 		$1.58M Sell
7,070
-631
-8% -$130K 0.35% 71
2026
Q1 		$1.44M Sell
7,701
-334
-4% -$63.7K 0.35% 68
2025
Q4 		$1.49M Sell
8,035
-248
-3% -$45.1K 0.37% 65
2025
Q3 		$1.55M Sell
8,283
-5,485
-40% -$947K 0.38% 64
2025
Q2 		$2.21M Buy
13,768
+66
+0.5% +$10.4K 0.56% 36
2025
Q1 		$2.28M Sell
13,702
-214
-2% -$37.4K 0.63% 30
2024
Q4 		$2.4M Sell
13,916
-297
-2% -$52.1K 0.65% 25
2024
Q3 		$2.4M Buy
14,213
+190
+1% +$30.1K 0.64% 27
2024
Q2 		$2.13M Buy
14,023
+2,083
+17% +$307K 0.6% 35
2024
Q1 		$1.87M Buy
11,940
+32
+0.3% +$4.69K 0.52% 46
2023
Q4 		$1.7M Buy
11,908
+245
+2% +$29.6K 0.56% 48
2023
Q3 		$1.26M Sell
11,663
-121
-1% -$14.2K 0.46% 64
2023
Q2 		$1.36M Buy
11,784
+79
+0.7% +$8.61K 0.48% 57
2023
Q1 		$1.31M Sell
11,705
-9
-0.1% -$1.07K 0.47% 54
2022
Q4 		$1.38M Sell
11,714
-200
-2% -$22.2K 0.52% 50
2022
Q3 		$1.07M Buy
11,914
+1,696
+17% +$173K 0.47% 64
2022
Q2 		$970K Buy
10,218
+68
+0.7% +$7.79K 0.39% 76
2022
Q1 		$1.33M Buy
10,150
+54
+0.5% +$7.69K 0.48% 57
2021
Q4 		$1.61M Buy
10,096
+162
+2% +$24.7K 0.55% 25
2021
Q3 		$1.29M Sell
9,934
-662
-6% -$86.2K 0.59% 27
2021
Q2 		$1.38M Sell
10,596
-225
-2% -$28K 0.61% 21
2021
Q1 		$1.23M Sell
10,821
-124
-1% -$12.9K 0.57% 28
2020
Q4 		$933K Buy
+10,945
New +$836K 0.47% 48

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PS
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return

Legacy Wealth Asset Management's SPG Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Simon Property Group (SPG) stake by 15% in Q3 2026, selling an estimated $229K and leaving 6,017 shares worth $1.21M. The position accounts for 0.26% of the portfolio, ranked #109.

Legacy Wealth Asset Management first reported a position in SPG in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.4M in Q3 2024. 52 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Legacy Wealth Asset Management held 6,017 shares of Simon Property Group worth $1.21M as of Q3 2026.
  • Legacy Wealth Asset Management sold 1,053 Simon Property Group shares in Q3 2026, an estimated $229K.
  • Simon Property Group made up 0.26% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #109 holding.
  • Legacy Wealth Asset Management first reported a position in Simon Property Group in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Simon Property Group position peaked at $2.4M in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.