Solidarity Wealth’s Simon Property Group SPG Stock Holding History

Solidarity Wealth’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	$1.25M	Buy	6,231 +21	+0.3%	+$4.57K	0.22%	43
2026 Q2	$1.39M	Hold	6,210	–	–	0.24%	40
2026 Q1	$1.16M	Sell	6,210 -6	-0.1%	-$1.14K	0.22%	38
2025 Q4	$1.15M	Hold	6,216	–	–	0.24%	39
2025 Q3	$1.17M	Buy	6,216 +46	+0.7%	+$7.94K	0.25%	48
2025 Q2	$992K	Hold	6,170	–	–	0.23%	45
2025 Q1	$1.02M	Hold	6,170	–	–	0.25%	51
2024 Q4	$1.06M	Hold	6,170	–	–	0.28%	47
2024 Q3	$1.04M	Hold	6,170	–	–	0.28%	47
2024 Q2	$937K	Hold	6,170	–	–	0.28%	51
2024 Q1	$966K	Hold	6,170	–	–	0.3%	49
2023 Q4	$880K	Sell	6,170 -200	-3%	-$24.2K	0.32%	46
2023 Q3	$688K	Sell	6,370 -36	-0.6%	-$4.22K	0.25%	52
2023 Q2	$740K	Hold	6,406	–	–	0.3%	48
2023 Q1	$717K	Buy	+6,406	New	+$765K	0.33%	49
2022 Q3	$766K	Buy	6,554 +169	+3%	+$17.3K	0.44%	51
2022 Q2	$694K	Hold	6,385	–	–	0.37%	52
2022 Q1	$838K	Buy	+6,385	New	+$910K	0.47%	48

Other funds holding SPG

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Solidarity Wealth's SPG Position: Q3 2026 in Review

Solidarity Wealth increased its Simon Property Group (SPG) stake by 0.34% in Q3 2026, buying an estimated $4.57K and bringing the position to 6,231 shares worth $1.25M. The position accounts for 0.22% of the portfolio, ranked #43.

Solidarity Wealth first reported a position in SPG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.39M in Q2 2026. 519 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Solidarity Wealth held 6,231 shares of Simon Property Group worth $1.25M as of Q3 2026.
Solidarity Wealth bought 21 Simon Property Group shares in Q3 2026, an estimated $4.57K.
Simon Property Group made up 0.22% of Solidarity Wealth's portfolio in Q3 2026, its #43 holding.
Solidarity Wealth first reported a position in Simon Property Group in Q1 2022 and has held it in 18 quarters since.
Solidarity Wealth's Simon Property Group position peaked at $1.39M in Q2 2026.
519 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Solidarity Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.