Trifecta Capital Advisors
SPG icon

Trifecta Capital Advisors’s Simon Property Group SPG Stock Holding History

Trifecta Capital Advisors’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 		– Sell
-11
Closed -$2.46K – 461
2026
Q2 		$2.46K Buy
+11
New +$2.26K ﹤0.01% 292
2024
Q2 		– Sell
-75
Closed -$11.7K – 427
2024
Q1 		$11.7K Buy
+75
New +$11K ﹤0.01% 198
2023
Q4 		– Sell
-68
Closed -$7.35K – 461
2023
Q3 		$7.35K Buy
+68
New +$7.96K ﹤0.01% 224
2023
Q2 		– Sell
-370
Closed -$41.4K – 429
2023
Q1 		$41.4K Buy
370
+35
+10% +$4.18K 0.01% 148
2022
Q4 		$39.4K Buy
+335
New +$37.2K 0.02% 136

Other funds holding SPG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return

Trifecta Capital Advisors's SPG Position: Q3 2026 in Review

Trifecta Capital Advisors sold out of Simon Property Group (SPG) in Q3 2026, closing a stake of 11 shares — an estimated $2.46K sold.

Trifecta Capital Advisors first reported a position in SPG in Q4 2022 and held it in 5 quarters. The position peaked at $41.4K in Q1 2023. 553 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Trifecta Capital Advisors reported no remaining Simon Property Group position as of Q3 2026 after selling out during the quarter.
  • Trifecta Capital Advisors sold 11 Simon Property Group shares in Q3 2026, an estimated $2.46K.
  • Trifecta Capital Advisors first reported a position in Simon Property Group in Q4 2022 and held it in 5 quarters.
  • Trifecta Capital Advisors's Simon Property Group position peaked at $41.4K in Q1 2023.
  • 553 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.