Moran Wealth Management
SPG icon

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

Moran 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 		$1.89M Buy
9,428
+209
+2% +$45.5K 0.05% 330
2026
Q2 		$2.06M Sell
9,219
-102
-1% -$21K 0.06% 321
2026
Q1 		$1.74M Sell
9,321
-3,853
-29% -$735K 0.05% 325
2025
Q4 		$2.44M Buy
13,174
+282
+2% +$51.2K 0.07% 265
2025
Q3 		$2.42M Sell
12,892
-215
-2% -$37.1K 0.07% 264
2025
Q2 		$2.11M Sell
13,107
-38
-0.3% -$6K 0.06% 281
2025
Q1 		$2.18M Sell
13,145
-116
-0.9% -$20.3K 0.07% 263
2024
Q4 		$2.28M Sell
13,261
-146
-1% -$25.6K 0.07% 246
2024
Q3 		$2.27M Buy
13,407
+13
+0.1% +$2.06K 0.07% 253
2024
Q2 		$2.03M Sell
13,394
-425
-3% -$62.6K 0.07% 248
2024
Q1 		$2.16M Buy
13,819
+2,996
+28% +$439K 0.07% 253
2023
Q4 		$1.54M Buy
+10,823
New +$1.31M 0.05% 268

Other funds holding SPG

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

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

Moran Wealth Management increased its Simon Property Group (SPG) stake by 2.3% in Q3 2026, buying an estimated $45.5K and bringing the position to 9,428 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #330.

Moran Wealth Management first reported a position in SPG in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.44M in Q4 2025. 298 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Moran Wealth Management held 9,428 shares of Simon Property Group worth $1.89M as of Q3 2026.
  • Moran Wealth Management bought 209 Simon Property Group shares in Q3 2026, an estimated $45.5K.
  • Simon Property Group made up 0.05% of Moran Wealth Management's portfolio in Q3 2026, its #330 holding.
  • Moran Wealth Management first reported a position in Simon Property Group in Q4 2023 and has held it in 12 quarters since.
  • Moran Wealth Management's Simon Property Group position peaked at $2.44M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.