Lodestone Wealth Management
SPG icon

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

Lodestone 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 		$2.65M Sell
13,224
-2,038
-13% -$444K 0.89% 31
2026
Q2 		$3.41M Sell
15,262
-146
-0.9% -$30K 1.21% 21
2026
Q1 		$2.87M Buy
15,408
+11
+0.1% +$2.1K 1.14% 22
2025
Q4 		$2.85M Sell
15,397
-158
-1% -$28.7K 1.16% 22
2025
Q3 		$2.92M Sell
15,555
-15,248
-50% -$2.63M 1.31% 20
2025
Q2 		$4.95M Buy
30,803
+15,015
+95% +$2.37M 2.41% 5
2025
Q1 		$2.62M Sell
15,788
-3,547
-18% -$620K 1.4% 19
2024
Q4 		$3.33M Sell
19,335
-268
-1% -$47K 1.67% 15
2024
Q3 		$3.31M Sell
19,603
-111
-0.6% -$17.6K 1.66% 17
2024
Q2 		$2.99M Sell
19,714
-90
-0.5% -$13.3K 1.58% 16
2024
Q1 		$3.1M Buy
19,804
+2
+0% +$293 1.63% 16
2023
Q4 		$2.82M Buy
19,802
+454
+2% +$54.9K 1.63% 15
2023
Q3 		$2.09M Sell
19,348
-1,690
-8% -$198K 1.46% 19
2023
Q2 		$2.43M Buy
21,038
+3,676
+21% +$400K 1.66% 16
2023
Q1 		$1.94M Sell
17,362
-27
-0.2% -$3.22K 1.5% 17
2022
Q4 		$2.04M Buy
+17,389
New +$1.93M 1.65% 15

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

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

Lodestone Wealth Management reduced its Simon Property Group (SPG) stake by 13% in Q3 2026, selling an estimated $444K and leaving 13,224 shares worth $2.65M. The position accounts for 0.89% of the portfolio, ranked #31.

Lodestone Wealth Management first reported a position in SPG in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.95M in Q2 2025. 439 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Lodestone Wealth Management held 13,224 shares of Simon Property Group worth $2.65M as of Q3 2026.
  • Lodestone Wealth Management sold 2,038 Simon Property Group shares in Q3 2026, an estimated $444K.
  • Simon Property Group made up 0.89% of Lodestone Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Lodestone Wealth Management first reported a position in Simon Property Group in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Simon Property Group position peaked at $4.95M in Q2 2025.
  • 439 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.