RI
SPG icon

Ridgewood Investments’s Simon Property Group SPG Stock Holding History

Ridgewood Investments’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 		$249K Hold
1,238
– – 0.09% 205
2026
Q2 		$277K Hold
1,238
– – 0.1% 190
2026
Q1 		$231K Buy
+1,238
New +$236K 0.09% 198
2025
Q3 		$240K Hold
1,280
– – 0.1% 194
2025
Q2 		$206K Hold
1,280
– – 0.09% 192
2025
Q1 		$213K Hold
1,280
– – 0.1% 178
2024
Q4 		$220K Hold
1,280
– – 0.11% 169
2024
Q3 		$216K Sell
1,280
-71
-5% -$11.2K 0.11% 161
2024
Q2 		$205K Sell
1,351
-328
-20% -$48.3K 0.1% 172
2024
Q1 		$263K Sell
1,679
-60
-3% -$8.8K 0.14% 156
2023
Q4 		$248K Buy
+1,739
New +$210K 0.15% 153
2023
Q3 		– Sell
-1,739
Closed -$201K – 665
2023
Q2 		$201K Buy
1,739
+200
+13% +$21.8K 0.11% 168
2023
Q1 		$172K Buy
+1,539
New +$184K 0.11% 193

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
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 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
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Ridgewood Investments's SPG Position: Q3 2026 in Review

Ridgewood Investments held its Simon Property Group (SPG) position steady in Q3 2026 at 1,238 shares worth $249K. The position accounts for 0.09% of the portfolio, ranked #205.

Ridgewood Investments first reported a position in SPG in Q1 2023 and has held it in 13 quarters since. The position peaked at $277K in Q2 2026. 51 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Ridgewood Investments held 1,238 shares of Simon Property Group worth $249K as of Q3 2026.
  • Ridgewood Investments left its Simon Property Group share count unchanged in Q3 2026.
  • Simon Property Group made up 0.09% of Ridgewood Investments's portfolio in Q3 2026, its #205 holding.
  • Ridgewood Investments first reported a position in Simon Property Group in Q1 2023 and has held it in 13 quarters since.
  • Ridgewood Investments's Simon Property Group position peaked at $277K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.