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

Mascoma 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 		$2.21K Hold
11
– – ﹤0.01% 445
2026
Q2 		$2.46K Hold
11
– – ﹤0.01% 433
2026
Q1 		$2.05K Buy
11
+4
+57% +$763 ﹤0.01% 420
2025
Q4 		$1.3K Buy
+7
New +$1.27K ﹤0.01% 444

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

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

Mascoma Wealth Management held its Simon Property Group (SPG) position steady in Q3 2026 at 11 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Mascoma Wealth Management first reported a position in SPG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.46K in Q2 2026. 327 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Mascoma Wealth Management held 11 shares of Simon Property Group worth $2.21K as of Q3 2026.
  • Mascoma Wealth Management left its Simon Property Group share count unchanged in Q3 2026.
  • Simon Property Group made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #445 holding.
  • Mascoma Wealth Management first reported a position in Simon Property Group in Q4 2025 and has held it in 4 quarters since.
  • Mascoma Wealth Management's Simon Property Group position peaked at $2.46K in Q2 2026.
  • 327 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.