Sheets Smith Wealth Management’s Simon Property Group SPG Stock Holding History

Sheets Smith 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	$6.4M	Sell	31,854 -1,410	-4%	-$307K	0.67%	35
2026 Q2	$7.44M	Sell	33,264 -630	-2%	-$130K	0.74%	28
2026 Q1	$6.32M	Buy	33,894 +1,027	+3%	+$196K	0.71%	33
2025 Q4	$6.08M	Buy	32,867 +697	+2%	+$127K	0.67%	37
2025 Q3	$6.04M	Sell	32,170 -1,663	-5%	-$287K	0.68%	37
2025 Q2	$5.44M	Sell	33,833 -120	-0.4%	-$19K	0.64%	42
2025 Q1	$5.64M	Hold	33,953	–	–	0.7%	36
2024 Q4	$5.85M	Buy	33,953 +1,615	+5%	+$283K	0.71%	34
2024 Q3	$5.47M	Buy	32,338 +2	+0%	+$317	0.67%	39
2024 Q2	$4.91M	Buy	32,336 +4,071	+14%	+$600K	0.59%	42
2024 Q1	$4.42M	Buy	+28,265	New	+$4.14M	0.5%	51

Other funds holding SPG

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sheets Smith Wealth Management's SPG Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its Simon Property Group (SPG) stake by 4.2% in Q3 2026, selling an estimated $307K and leaving 31,854 shares worth $6.4M. The position accounts for 0.67% of the portfolio, ranked #35.

Sheets Smith Wealth Management first reported a position in SPG in Q1 2024 and has held it in 11 quarters since. The position peaked at $7.44M in Q2 2026. 189 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Sheets Smith Wealth Management held 31,854 shares of Simon Property Group worth $6.4M as of Q3 2026.
Sheets Smith Wealth Management sold 1,410 Simon Property Group shares in Q3 2026, an estimated $307K.
Simon Property Group made up 0.67% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #35 holding.
Sheets Smith Wealth Management first reported a position in Simon Property Group in Q1 2024 and has held it in 11 quarters since.
Sheets Smith Wealth Management's Simon Property Group position peaked at $7.44M in Q2 2026.
189 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.