Principia Wealth Advisory’s Simon Property Group SPG Stock Holding History

Principia Wealth 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	$7.23K	Buy	36 +1	+3%	+$218	﹤0.01%	297
2026 Q2	$7.83K	Buy	35 +6	+21%	+$1.24K	﹤0.01%	283
2026 Q1	$5.41K	Buy	29 +2	+7%	+$381	﹤0.01%	288
2025 Q4	$5K	Buy	27 +3	+13%	+$545	﹤0.01%	274
2025 Q3	$4.5K	Buy	24 +2	+9%	+$345	﹤0.01%	282
2025 Q2	$3.54K	Buy	22 +4	+22%	+$632	﹤0.01%	283
2025 Q1	$2.76K	Buy	18 +8	+80%	+$1.4K	﹤0.01%	246
2024 Q4	$1.72K	Buy	+10	New	+$1.76K	﹤0.01%	267

Other funds holding SPG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principia Wealth Advisory's SPG Position: Q3 2026 in Review

Principia Wealth Advisory increased its Simon Property Group (SPG) stake by 2.9% in Q3 2026, buying an estimated $218 and bringing the position to 36 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Principia Wealth Advisory first reported a position in SPG in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.83K in Q2 2026. 1,165 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Principia Wealth Advisory held 36 shares of Simon Property Group worth $7.23K as of Q3 2026.
Principia Wealth Advisory bought 1 Simon Property Group share in Q3 2026, an estimated $218.
Simon Property Group made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #297 holding.
Principia Wealth Advisory first reported a position in Simon Property Group in Q4 2024 and has held it in 8 quarters since.
Principia Wealth Advisory's Simon Property Group position peaked at $7.83K in Q2 2026.
1,165 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.