Toth Financial Advisory’s Simon Property Group SPG Stock Holding History

Toth Financial Advisory’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	$110K	Buy	550 +450	+450%	+$98K	0.01%	286
2026 Q2	$22.4K	Buy	100 +97	+3,233%	+$20K	﹤0.01%	493
2026 Q1	$560	Hold	3	–	–	﹤0.01%	844
2025 Q4	$556	Buy	+3	New	+$545	﹤0.01%	806
2023 Q2	–	Sell	-18	Closed	-$2.02K	–	885
2023 Q1	$2.02K	Buy	+18	New	+$2.15K	﹤0.01%	649
2022 Q4	–	Sell	-15	Closed	-$1K	–	798
2022 Q3	$1K	Sell	15 -85	-85%	-$8.69K	﹤0.01%	718
2022 Q2	$9K	Hold	100	–	–	﹤0.01%	456
2022 Q1	$13K	Hold	100	–	–	﹤0.01%	442
2021 Q4	$16K	Hold	100	–	–	﹤0.01%	425
2021 Q3	$13K	Hold	100	–	–	﹤0.01%	450
2021 Q2	$13K	Hold	100	–	–	﹤0.01%	433
2021 Q1	$11K	Buy	+100	New	+$10.4K	﹤0.01%	460
2020 Q4	–	Sell	-200	Closed	-$13K	–	629
2020 Q3	$13K	Hold	200	–	–	﹤0.01%	357
2020 Q2	$14K	Buy	200 +80	+67%	+$5.02K	﹤0.01%	320
2020 Q1	$7K	Hold	120	–	–	﹤0.01%	308
2019 Q4	$18K	Hold	120	–	–	﹤0.01%	267
2019 Q3	$19K	Buy	+120	New	+$18.7K	﹤0.01%	279

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

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 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

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

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

Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Toth Financial Advisory's SPG Position: Q3 2026 in Review

Toth Financial Advisory increased its Simon Property Group (SPG) stake by 450% in Q3 2026, buying an estimated $98K and bringing the position to 550 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #286.

Toth Financial Advisory first reported a position in SPG in Q3 2019 and has held it in 17 quarters since. 264 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Toth Financial Advisory held 550 shares of Simon Property Group worth $110K as of Q3 2026.
Toth Financial Advisory bought 450 Simon Property Group shares in Q3 2026, an estimated $98K.
Simon Property Group made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #286 holding.
Toth Financial Advisory first reported a position in Simon Property Group in Q3 2019 and has held it in 17 quarters since.
264 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.