RMG Wealth Management
SPG icon

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

RMG Wealth Management’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 		$2.33K Hold
11
– – ﹤0.01% 413
2026
Q2 		$2.43K Hold
11
– – ﹤0.01% 424
2026
Q1 		$2.21K Hold
11
– – ﹤0.01% 490
2025
Q4 		$2.05K Buy
+11
New +$2K ﹤0.01% 356

Other funds holding SPG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

RMG Wealth Management's SPG Position: Q3 2026 in Review

RMG Wealth Management held its Simon Property Group (SPG) position steady in Q3 2026 at 11 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

RMG Wealth Management first reported a position in SPG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.43K in Q2 2026. 788 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • RMG Wealth Management held 11 shares of Simon Property Group worth $2.33K as of Q3 2026.
  • RMG Wealth Management left its Simon Property Group share count unchanged in Q3 2026.
  • Simon Property Group made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #413 holding.
  • RMG Wealth Management first reported a position in Simon Property Group in Q4 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Simon Property Group position peaked at $2.43K in Q2 2026.
  • 788 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.