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True Wealth Design’s Simon Property Group SPG Stock Holding History

True Wealth Design’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 		$35.9K Buy
179
+23
+15% +$5.01K 0.01% 629
2026
Q2 		$34.9K Buy
156
+13
+9% +$2.68K 0.01% 621
2026
Q1 		$26.7K Buy
143
+9
+7% +$1.72K 0.01% 601
2025
Q4 		$24.8K Buy
134
+10
+8% +$1.82K 0.01% 532
2025
Q3 		$23.2K Buy
124
+96
+343% +$16.6K 0.01% 552
2025
Q2 		$4.45K Sell
28
-97
-78% -$15.3K ﹤0.01% 853
2025
Q1 		$20.7K Buy
125
+40
+47% +$6.99K 0.01% 333
2024
Q4 		$14.6K Buy
85
+6
+8% +$1.05K 0.01% 362
2024
Q3 		$13.4K Buy
+79
New +$12.5K 0.01% 387

Other funds holding SPG

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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

True Wealth Design's SPG Position: Q3 2026 in Review

True Wealth Design increased its Simon Property Group (SPG) stake by 15% in Q3 2026, buying an estimated $5.01K and bringing the position to 179 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #629.

True Wealth Design first reported a position in SPG in Q3 2024 and has held it in 9 quarters since. 245 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • True Wealth Design held 179 shares of Simon Property Group worth $35.9K as of Q3 2026.
  • True Wealth Design bought 23 Simon Property Group shares in Q3 2026, an estimated $5.01K.
  • Simon Property Group made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #629 holding.
  • True Wealth Design first reported a position in Simon Property Group in Q3 2024 and has held it in 9 quarters since.
  • 245 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.