Retirement Wealth Solutions
SPG icon

Retirement Wealth Solutions’s Simon Property Group SPG Stock Holding History

Retirement Wealth Solutions’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 		$3.37K Sell
17
-6
-26% -$1.31K ﹤0.01% 473
2026
Q2 		$5.08K Hold
23
– – ﹤0.01% 337
2026
Q1 		$4.23K Buy
23
+6
+35% +$1.14K ﹤0.01% 352
2025
Q4 		$3.07K Buy
17
+1
+6% +$182 ﹤0.01% 388
2025
Q3 		$3.1K Buy
+16
New +$2.76K ﹤0.01% 383
2025
Q2 		– Hold
0
– – – 422
2025
Q1 		– Hold
0
– – – 408
2024
Q4 		– Hold
0
– – – 414

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
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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Retirement Wealth Solutions's SPG Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Simon Property Group (SPG) stake by 26% in Q3 2026, selling an estimated $1.31K and leaving 17 shares worth $3.37K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Retirement Wealth Solutions first reported a position in SPG in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.08K in Q2 2026. 376 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Retirement Wealth Solutions held 17 shares of Simon Property Group worth $3.37K as of Q3 2026.
  • Retirement Wealth Solutions sold 6 Simon Property Group shares in Q3 2026, an estimated $1.31K.
  • Simon Property Group made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #473 holding.
  • Retirement Wealth Solutions first reported a position in Simon Property Group in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Simon Property Group position peaked at $5.08K in Q2 2026.
  • 376 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.