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

Private Wealth Management Group’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 		$13.9K Hold
69
– – ﹤0.01% 544
2026
Q2 		$15.4K Hold
69
– – ﹤0.01% 455
2026
Q1 		$12.9K Hold
69
– – ﹤0.01% 456
2025
Q4 		$12.8K Sell
69
-6
-8% -$1.09K ﹤0.01% 439
2025
Q3 		$14.1K Hold
75
– – ﹤0.01% 421
2025
Q2 		$12.1K Hold
75
– – ﹤0.01% 432
2025
Q1 		$12.5K Hold
75
– – ﹤0.01% 407
2024
Q4 		$12.9K Hold
75
– – ﹤0.01% 403
2024
Q3 		$12.7K Buy
75
+2
+3% +$317 0.01% 386
2024
Q2 		$11.1K Hold
73
– – ﹤0.01% 414
2024
Q1 		$11.4K Hold
73
– – 0.01% 376
2023
Q4 		$10.4K Buy
+73
New +$8.82K 0.01% 398

Other funds holding SPG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Private Wealth Management Group's SPG Position: Q3 2026 in Review

Private Wealth Management Group held its Simon Property Group (SPG) position steady in Q3 2026 at 69 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Private Wealth Management Group first reported a position in SPG in Q4 2023 and has held it in 12 quarters since. The position peaked at $15.4K in Q2 2026. 527 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Private Wealth Management Group held 69 shares of Simon Property Group worth $13.9K as of Q3 2026.
  • Private Wealth Management Group left its Simon Property Group share count unchanged in Q3 2026.
  • Simon Property Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #544 holding.
  • Private Wealth Management Group first reported a position in Simon Property Group in Q4 2023 and has held it in 12 quarters since.
  • Private Wealth Management Group's Simon Property Group position peaked at $15.4K in Q2 2026.
  • 527 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.