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 Q3	$1.02M	Hold	5,060	–	–	0.23%	84
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

TrueWealth Advisors's SPG Position: Q3 2026 in Review

TrueWealth Advisors held its Simon Property Group (SPG) position steady in Q3 2026 at 5,060 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #84.

TrueWealth Advisors first reported a position in SPG in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.34M in Q3 2025. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

TrueWealth Advisors held 5,060 shares of Simon Property Group worth $1.02M as of Q3 2026.
TrueWealth Advisors left its Simon Property Group share count unchanged in Q3 2026.
Simon Property Group made up 0.23% of TrueWealth Advisors's portfolio in Q3 2026, its #84 holding.
TrueWealth Advisors first reported a position in Simon Property Group in Q2 2022 and has held it in 18 quarters since.
TrueWealth Advisors's Simon Property Group position peaked at $1.34M in Q3 2025.
1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.