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

Meadowbrook 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	$1.05M	Sell	5,230 -1,875	-26%	-$408K	1.1%	24
2026 Q2	$1.58M	Buy	7,105 +1,755	+33%	+$361K	1.71%	19
2026 Q1	$998K	Hold	5,350	–	–	1.32%	24
2025 Q4	$990K	Sell	5,350 -220	-4%	-$40K	1.13%	24
2025 Q3	$1.05M	Buy	+5,570	New	+$962K	1.09%	25

Other funds holding SPG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Meadowbrook Wealth Management reduced its Simon Property Group (SPG) stake by 26% in Q3 2026, selling an estimated $408K and leaving 5,230 shares worth $1.05M. The position accounts for 1.1% of the portfolio, ranked #24.

Meadowbrook Wealth Management first reported a position in SPG in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q2 2026. 726 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Meadowbrook Wealth Management held 5,230 shares of Simon Property Group worth $1.05M as of Q3 2026.
Meadowbrook Wealth Management sold 1,875 Simon Property Group shares in Q3 2026, an estimated $408K.
Simon Property Group made up 1.1% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #24 holding.
Meadowbrook Wealth Management first reported a position in Simon Property Group in Q3 2025 and has held it in 5 quarters since.
Meadowbrook Wealth Management's Simon Property Group position peaked at $1.58M in Q2 2026.
726 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.