MFA Wealth Advisors’s Simon Property Group SPG Stock Holding History

MFA Wealth Advisors’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	$653K	Buy	2,919 +6	+0.2%	+$1.24K	0.11%	65
2026 Q1	$543K	Buy	2,913 +15	+0.5%	+$2.86K	0.11%	64
2025 Q4	$536K	Hold	2,898	–	–	0.11%	63
2025 Q3	$544K	Hold	2,898	–	–	0.12%	64
2025 Q2	$466K	Hold	2,898	–	–	0.11%	69
2025 Q1	$481K	Buy	+2,898	New	+$507K	0.12%	61
2024 Q4	–	Sell	-2,898	Closed	-$490K	–	342
2024 Q3	$490K	Buy	2,898 +198	+7%	+$31.3K	0.11%	63
2024 Q2	$410K	Hold	2,700	–	–	0.09%	67
2024 Q1	$423K	Hold	2,700	–	–	0.11%	68
2023 Q4	$385K	Buy	+2,700	New	+$326K	0.11%	73

Other funds holding SPG

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MFA Wealth Advisors's SPG Position: Q2 2026 in Review

MFA Wealth Advisors increased its Simon Property Group (SPG) stake by 0.21% in Q2 2026, buying an estimated $1.24K and bringing the position to 2,919 shares worth $653K. The position accounts for 0.11% of the portfolio, ranked #65.

MFA Wealth Advisors first reported a position in SPG in Q4 2023 and has held it in 10 quarters since. 523 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

MFA Wealth Advisors held 2,919 shares of Simon Property Group worth $653K as of Q2 2026.
MFA Wealth Advisors bought 6 Simon Property Group shares in Q2 2026, an estimated $1.24K.
Simon Property Group made up 0.11% of MFA Wealth Advisors's portfolio in Q2 2026, its #65 holding.
MFA Wealth Advisors first reported a position in Simon Property Group in Q4 2023 and has held it in 10 quarters since.
523 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.