Vontobel Holding’s Simon Property Group SPG Stock Holding History

Vontobel Holding’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	$806K	Sell	4,015 -1,630	-29%	-$355K	﹤0.01%	897
2026 Q2	$1.26M	Sell	5,645 -2,472	-30%	-$509K	﹤0.01%	749
2026 Q1	$1.51M	Buy	8,117 +2,547	+46%	+$486K	0.01%	572
2025 Q4	$1.03M	Buy	5,570 +3,212	+136%	+$584K	﹤0.01%	745
2025 Q3	$443K	Buy	2,358 +789	+50%	+$136K	﹤0.01%	987
2025 Q2	$252K	Buy	+1,569	New	+$248K	﹤0.01%	1105
2024 Q4	–	Sell	-1,836	Closed	-$310K	–	1167
2024 Q3	$310K	Buy	+1,836	New	+$291K	﹤0.01%	907

Other funds holding SPG

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Vontobel Holding's SPG Position: Q3 2026 in Review

Vontobel Holding reduced its Simon Property Group (SPG) stake by 29% in Q3 2026, selling an estimated $355K and leaving 4,015 shares worth $806K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Vontobel Holding first reported a position in SPG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2026. 788 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Vontobel Holding held 4,015 shares of Simon Property Group worth $806K as of Q3 2026.
Vontobel Holding sold 1,630 Simon Property Group shares in Q3 2026, an estimated $355K.
Simon Property Group made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #897 holding.
Vontobel Holding first reported a position in Simon Property Group in Q3 2024 and has held it in 7 quarters since.
Vontobel Holding's Simon Property Group position peaked at $1.51M in Q1 2026.
788 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.