TrueWealth Advisors’s Simon Property Group SPG Stock Holding History

TrueWealth 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 Q2	$1.13M	Hold	5,060	–	–	0.26%	78
2026 Q1	$944K	Hold	5,060	–	–	0.24%	81
2025 Q4	$937K	Sell	5,060 -2,100	-29%	-$382K	0.24%	75
2025 Q3	$1.34M	Hold	7,160	–	–	0.36%	58
2025 Q2	$1.15M	Sell	7,160 -100	-1%	-$15.8K	0.34%	60
2025 Q1	$1.21M	Hold	7,260	–	–	0.4%	53
2024 Q4	$1.25M	Hold	7,260	–	–	0.42%	55
2024 Q3	$1.23M	Hold	7,260	–	–	0.41%	53
2024 Q2	$1.1M	Hold	7,260	–	–	0.41%	48
2024 Q1	$1.14M	Hold	7,260	–	–	0.44%	46
2023 Q4	$1.04M	Hold	7,260	–	–	0.4%	46
2023 Q3	$784K	Hold	7,260	–	–	0.33%	60
2023 Q2	$838K	Hold	7,260	–	–	0.34%	57
2023 Q1	$813K	Buy	7,260 +340	+5%	+$40.6K	0.34%	60
2022 Q4	$813K	Hold	6,920	–	–	0.36%	57
2022 Q3	$621K	Buy	6,920 +350	+5%	+$35.8K	0.29%	69
2022 Q2	$624K	Buy	+6,570	New	+$753K	0.29%	73

Other funds holding SPG

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

TrueWealth Advisors's SPG Position: Q2 2026 in Review

TrueWealth Advisors held its Simon Property Group (SPG) position steady in Q2 2026 at 5,060 shares worth $1.13M. The position accounts for 0.26% of the portfolio, ranked #78.

TrueWealth Advisors first reported a position in SPG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.34M in Q3 2025. 277 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

TrueWealth Advisors held 5,060 shares of Simon Property Group worth $1.13M as of Q2 2026.
TrueWealth Advisors left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.26% of TrueWealth Advisors's portfolio in Q2 2026, its #78 holding.
TrueWealth Advisors first reported a position in Simon Property Group in Q2 2022 and has held it in 17 quarters since.
TrueWealth Advisors's Simon Property Group position peaked at $1.34M in Q3 2025.
277 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.