Perigon Wealth Management
SPG icon

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

Perigon 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 		$1.58M Sell
7,850
-373
-5% -$81.2K 0.02% 463
2026
Q2 		$1.84M Buy
8,223
+266
+3% +$54.7K 0.03% 430
2026
Q1 		$1.48M Sell
7,957
-13
-0.2% -$2.48K 0.03% 435
2025
Q4 		$1.48M Buy
7,970
+50
+0.6% +$9.08K 0.03% 444
2025
Q3 		$1.49M Buy
7,920
+696
+10% +$120K 0.03% 413
2025
Q2 		$1.16M Buy
7,224
+856
+13% +$135K 0.03% 432
2025
Q1 		$1.06M Sell
6,368
-91
-1% -$15.9K 0.03% 436
2024
Q4 		$1.12M Sell
6,459
-178
-3% -$31.2K 0.03% 424
2024
Q3 		$1.12M Sell
6,637
-362
-5% -$57.3K 0.03% 405
2024
Q2 		$1.06M Buy
6,999
+832
+13% +$123K 0.03% 364
2024
Q1 		$965K Sell
6,167
-308
-5% -$45.2K 0.03% 380
2023
Q4 		$924K Sell
6,475
-2,398
-27% -$290K 0.03% 357
2023
Q3 		$959K Sell
8,873
-350
-4% -$41K 0.04% 316
2023
Q2 		$1.07M Buy
9,223
+6,097
+195% +$664K 0.04% 309
2023
Q1 		$350K Sell
3,126
-727
-19% -$86.8K 0.02% 489
2022
Q4 		$453K Buy
3,853
+1,296
+51% +$144K 0.03% 410
2022
Q3 		$229K Buy
+2,557
New +$262K 0.02% 498
2021
Q3 		– Sell
-1,694
Closed -$221K – 559
2021
Q2 		$221K Buy
+1,694
New +$211K 0.02% 477
2017
Q3 		– Sell
-4,771
Closed -$772K – 708
2017
Q2 		$772K Buy
4,771
+2,956
+163% +$481K 0.17% 137
2017
Q1 		$312K Buy
+1,815
New +$324K 0.07% 217

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

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

Perigon Wealth Management reduced its Simon Property Group (SPG) stake by 4.5% in Q3 2026, selling an estimated $81.2K and leaving 7,850 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #463.

Perigon Wealth Management first reported a position in SPG in Q1 2017 and has held it in 20 quarters since. The position peaked at $1.84M in Q2 2026. 298 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Perigon Wealth Management held 7,850 shares of Simon Property Group worth $1.58M as of Q3 2026.
  • Perigon Wealth Management sold 373 Simon Property Group shares in Q3 2026, an estimated $81.2K.
  • Simon Property Group made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #463 holding.
  • Perigon Wealth Management first reported a position in Simon Property Group in Q1 2017 and has held it in 20 quarters since.
  • Perigon Wealth Management's Simon Property Group position peaked at $1.84M in Q2 2026.
  • 298 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

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