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Root Financial Partners’s Simon Property Group SPG Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-360
Closed -$67.2K – 2773
2026
Q1 		$67.2K Buy
360
+16
+5% +$3.05K ﹤0.01% 730
2025
Q4 		$63.7K Buy
344
+10
+3% +$1.82K ﹤0.01% 621
2025
Q3 		$62.7K Buy
+334
New +$57.7K ﹤0.01% 592

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Root Financial Partners's SPG Position: Q2 2026 in Review

Root Financial Partners sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 360 shares — an estimated $67.2K sold.

Root Financial Partners first reported a position in SPG in Q3 2025 and held it in 3 quarters. The position peaked at $67.2K in Q1 2026. 484 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Root Financial Partners reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 360 Simon Property Group shares in Q2 2026, an estimated $67.2K.
  • Root Financial Partners first reported a position in Simon Property Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Simon Property Group position peaked at $67.2K in Q1 2026.
  • 484 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.