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MJT & Associates Financial Advisory’s Simon Property Group SPG Stock Holding History

MJT & Associates Financial Advisory’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 		$7.03K Hold
35
– – ﹤0.01% 230
2026
Q2 		$7.83K Sell
35
-6
-15% -$1.24K 0.01% 230
2026
Q1 		$7.65K Hold
41
– – 0.01% 209
2025
Q4 		$7.59K Hold
41
– – 0.01% 227
2025
Q3 		$7.7K Buy
41
+34
+486% +$5.87K 0.01% 227
2025
Q2 		$1.13K Hold
7
– – ﹤0.01% 424
2025
Q1 		$1.16K Buy
+7
New +$1.22K ﹤0.01% 430

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

MJT & Associates Financial Advisory's SPG Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Simon Property Group (SPG) position steady in Q3 2026 at 35 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

MJT & Associates Financial Advisory first reported a position in SPG in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.83K in Q2 2026. 55 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • MJT & Associates Financial Advisory held 35 shares of Simon Property Group worth $7.03K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Simon Property Group share count unchanged in Q3 2026.
  • Simon Property Group made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #230 holding.
  • MJT & Associates Financial Advisory first reported a position in Simon Property Group in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Simon Property Group position peaked at $7.83K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.