Root Financial Partners
SPG icon

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
Q3 		$222K Buy
+1,106
New +$241K 0.01% 407
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Root Financial Partners's SPG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Simon Property Group (SPG) in Q3 2026: 1,106 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPG as recently as Q1 2026.

Root Financial Partners first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Root Financial Partners held 1,106 shares of Simon Property Group worth $222K as of Q3 2026.
  • Simon Property Group was a new Root Financial Partners position in Q3 2026.
  • Simon Property Group made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #407 holding.
  • Root Financial Partners first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.