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 Q3	$546K	Sell	2,722 -197	-7%	-$42.9K	0.09%	68
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

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

MFA Wealth Advisors's SPG Position: Q3 2026 in Review

MFA Wealth Advisors reduced its Simon Property Group (SPG) stake by 6.7% in Q3 2026, selling an estimated $42.9K and leaving 2,722 shares worth $546K. The position accounts for 0.09% of the portfolio, ranked #68.

MFA Wealth Advisors first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. The position peaked at $653K in Q2 2026. 726 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

MFA Wealth Advisors held 2,722 shares of Simon Property Group worth $546K as of Q3 2026.
MFA Wealth Advisors sold 197 Simon Property Group shares in Q3 2026, an estimated $42.9K.
Simon Property Group made up 0.09% of MFA Wealth Advisors's portfolio in Q3 2026, its #68 holding.
MFA Wealth Advisors first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
MFA Wealth Advisors's Simon Property Group position peaked at $653K in Q2 2026.
726 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.