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

MinichMacGregor 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	$277K	Sell	1,380 -6	-0.4%	-$1.31K	0.04%	118
2026 Q2	$310K	Buy	+1,386	New	+$285K	0.05%	111
2026 Q1	–	Sell	-1,568	Closed	-$290K	–	160
2025 Q4	$290K	Sell	1,568 -152	-9%	-$27.6K	0.05%	100
2025 Q3	$323K	Sell	1,720 -40	-2%	-$6.91K	0.06%	104
2025 Q2	$283K	Buy	+1,760	New	+$278K	0.06%	100

Other funds holding SPG

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

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

MinichMacGregor Wealth Management reduced its Simon Property Group (SPG) stake by 0.43% in Q3 2026, selling an estimated $1.31K and leaving 1,380 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #118.

MinichMacGregor Wealth Management first reported a position in SPG in Q2 2025 and has held it in 5 quarters since. The position peaked at $323K in Q3 2025. 127 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

MinichMacGregor Wealth Management held 1,380 shares of Simon Property Group worth $277K as of Q3 2026.
MinichMacGregor Wealth Management sold 6 Simon Property Group shares in Q3 2026, an estimated $1.31K.
Simon Property Group made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #118 holding.
MinichMacGregor Wealth Management first reported a position in Simon Property Group in Q2 2025 and has held it in 5 quarters since.
MinichMacGregor Wealth Management's Simon Property Group position peaked at $323K in Q3 2025.
127 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.