Mather Group
SPG icon

Mather Group’s Simon Property Group SPG Stock Holding History

Mather Group’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 		$742K Sell
3,697
-15
-0.4% -$3.26K 0.01% 446
2026
Q2 		$830K Buy
3,712
+206
+6% +$42.4K 0.01% 416
2026
Q1 		$654K Buy
3,506
+151
+5% +$28.8K 0.01% 430
2025
Q4 		$621K Buy
3,355
+332
+11% +$60.3K 0.01% 366
2025
Q3 		$567K Buy
3,023
+7
+0.2% +$1.21K 0.01% 379
2025
Q2 		$485K Sell
3,016
-506
-14% -$79.9K 0.01% 397
2025
Q1 		$585K Buy
3,522
+166
+5% +$29K 0.01% 345
2024
Q4 		$578K Sell
3,356
-104
-3% -$18.3K 0.01% 325
2024
Q3 		$585K Buy
3,460
+428
+14% +$67.8K 0.01% 333
2024
Q2 		$475K Sell
3,032
-47
-2% -$6.92K 0.01% 425
2024
Q1 		$439K Buy
3,079
+13
+0.4% +$1.91K 0.01% 365
2023
Q4 		$437K Sell
3,066
-627
-17% -$75.8K 0.01% 379
2023
Q3 		$399K Sell
3,693
-26
-0.7% -$3.04K 0.01% 375
2023
Q2 		$429K Buy
+3,719
New +$405K 0.01% 376
2022
Q1 		– Sell
-1,362
Closed -$218K – 471
2021
Q4 		$218K Buy
+1,362
New +$208K ﹤0.01% 361

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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Mather Group's SPG Position: Q3 2026 in Review

Mather Group reduced its Simon Property Group (SPG) stake by 0.4% in Q3 2026, selling an estimated $3.26K and leaving 3,697 shares worth $742K. The position accounts for 0.01% of the portfolio, ranked #446.

Mather Group first reported a position in SPG in Q4 2021 and has held it in 15 quarters since. The position peaked at $830K in Q2 2026. 264 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Mather Group held 3,697 shares of Simon Property Group worth $742K as of Q3 2026.
  • Mather Group sold 15 Simon Property Group shares in Q3 2026, an estimated $3.26K.
  • Simon Property Group made up 0.01% of Mather Group's portfolio in Q3 2026, its #446 holding.
  • Mather Group first reported a position in Simon Property Group in Q4 2021 and has held it in 15 quarters since.
  • Mather Group's Simon Property Group position peaked at $830K in Q2 2026.
  • 264 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.