Premier Path Wealth Partners
SPG icon

Premier Path Wealth Partners’s Simon Property Group SPG Stock Holding History

Premier Path Wealth Partners’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 		$808K Sell
4,022
-179
-4% -$39K 0.09% 195
2026
Q2 		$939K Buy
4,201
+241
+6% +$49.6K 0.11% 180
2026
Q1 		$739K Buy
3,960
+517
+15% +$98.6K 0.1% 199
2025
Q4 		$637K Buy
3,443
+198
+6% +$36K 0.08% 221
2025
Q3 		$609K Buy
3,245
+13
+0.4% +$2.24K 0.08% 239
2025
Q2 		$520K Sell
3,232
-303
-9% -$47.9K 0.07% 240
2025
Q1 		$587K Sell
3,535
-4
-0.1% -$699 0.09% 216
2024
Q4 		$609K Sell
3,539
-7,638
-68% -$1.34M 0.09% 208
2024
Q3 		$1.89M Buy
11,177
+141
+1% +$22.3K 0.3% 84
2024
Q2 		$1.68M Buy
11,036
+393
+4% +$57.9K 0.29% 86
2024
Q1 		$1.66M Buy
10,643
+106
+1% +$15.5K 0.31% 82
2023
Q4 		$1.51M Buy
+10,537
New +$1.27M 0.34% 67

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
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
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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Premier Path Wealth Partners's SPG Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Simon Property Group (SPG) stake by 4.3% in Q3 2026, selling an estimated $39K and leaving 4,022 shares worth $808K. The position accounts for 0.09% of the portfolio, ranked #195.

Premier Path Wealth Partners first reported a position in SPG in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.89M in Q3 2024. 270 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Premier Path Wealth Partners held 4,022 shares of Simon Property Group worth $808K as of Q3 2026.
  • Premier Path Wealth Partners sold 179 Simon Property Group shares in Q3 2026, an estimated $39K.
  • Simon Property Group made up 0.09% of Premier Path Wealth Partners's portfolio in Q3 2026, its #195 holding.
  • Premier Path Wealth Partners first reported a position in Simon Property Group in Q4 2023 and has held it in 12 quarters since.
  • Premier Path Wealth Partners's Simon Property Group position peaked at $1.89M in Q3 2024.
  • 270 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.