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Rhodes Investment Advisors’s Simon Property Group SPG Stock Holding History

Rhodes Investment Advisors’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 		$205K Hold
1,021
– – 0.15% 121
2026
Q2 		$228K Buy
+1,021
New +$210K 0.17% 111

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Rhodes Investment Advisors's SPG Position: Q3 2026 in Review

Rhodes Investment Advisors held its Simon Property Group (SPG) position steady in Q3 2026 at 1,021 shares worth $205K. The position accounts for 0.15% of the portfolio, ranked #121.

Rhodes Investment Advisors first reported a position in SPG in Q2 2026 and has held it in 2 quarters since. The position peaked at $228K in Q2 2026. 43 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Rhodes Investment Advisors held 1,021 shares of Simon Property Group worth $205K as of Q3 2026.
  • Rhodes Investment Advisors left its Simon Property Group share count unchanged in Q3 2026.
  • Simon Property Group made up 0.15% of Rhodes Investment Advisors's portfolio in Q3 2026, its #121 holding.
  • Rhodes Investment Advisors first reported a position in Simon Property Group in Q2 2026 and has held it in 2 quarters since.
  • Rhodes Investment Advisors's Simon Property Group position peaked at $228K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.