Turtle Creek Wealth Advisors’s Simon Property Group SPG Stock Holding History

Turtle Creek Wealth 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	$823K	Buy	3,677 +733	+25%	+$151K	0.04%	189
2026 Q1	$549K	Buy	2,944 +366	+14%	+$69.8K	0.04%	218
2025 Q4	$477K	Buy	2,578 +326	+14%	+$59.2K	0.04%	236
2025 Q3	$423K	Buy	2,252 +900	+67%	+$155K	0.04%	229
2025 Q2	$217K	Buy	+1,352	New	+$214K	0.03%	254
2024 Q1	–	Sell	-520	Closed	-$74.2K	–	722
2023 Q4	$74.2K	Buy	+520	New	+$62.9K	0.02%	223

Other funds holding SPG

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

HCM

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Turtle Creek Wealth Advisors's SPG Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its Simon Property Group (SPG) stake by 25% in Q2 2026, buying an estimated $151K and bringing the position to 3,677 shares worth $823K. The position accounts for 0.04% of the portfolio, ranked #189.

Turtle Creek Wealth Advisors first reported a position in SPG in Q4 2023 and has held it in 6 quarters since. 637 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Turtle Creek Wealth Advisors held 3,677 shares of Simon Property Group worth $823K as of Q2 2026.
Turtle Creek Wealth Advisors bought 733 Simon Property Group shares in Q2 2026, an estimated $151K.
Simon Property Group made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #189 holding.
Turtle Creek Wealth Advisors first reported a position in Simon Property Group in Q4 2023 and has held it in 6 quarters since.
637 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.