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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
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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

Lodestone Wealth Management's SPG Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Simon Property Group (SPG) stake by 0.95% in Q2 2026, selling an estimated $30K and leaving 15,262 shares worth $3.41M. The position accounts for 1.21% of the portfolio, ranked #21.

Lodestone Wealth Management first reported a position in SPG in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.95M in Q2 2025. 454 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Lodestone Wealth Management held 15,262 shares of Simon Property Group worth $3.41M as of Q2 2026.
  • Lodestone Wealth Management sold 146 Simon Property Group shares in Q2 2026, an estimated $30K.
  • Simon Property Group made up 1.21% of Lodestone Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Lodestone Wealth Management first reported a position in Simon Property Group in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Simon Property Group position peaked at $4.95M in Q2 2025.
  • 454 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.