RAFFA WEALTH MANAGEMENT, LLC’s Simon Property Group SPG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$10.7K	Buy	48 +6	+14%	+$1.24K	﹤0.01%	410
2026 Q1	$7.83K	Hold	42	–	–	﹤0.01%	444
2025 Q4	$7.78K	Sell	42 -73	-63%	-$13.3K	﹤0.01%	424
2025 Q3	$21.6K	Buy	115 +19	+20%	+$3.28K	﹤0.01%	257
2025 Q2	$15.4K	Buy	96 +73	+317%	+$11.5K	﹤0.01%	300
2025 Q1	$3.82K	Hold	23	–	–	﹤0.01%	480
2024 Q4	$3.96K	Sell	23 -11	-32%	-$1.93K	﹤0.01%	492
2024 Q3	$5.75K	Hold	34	–	–	﹤0.01%	394
2024 Q2	$5.16K	Hold	34	–	–	﹤0.01%	532
2024 Q1	$5.32K	Hold	34	–	–	﹤0.01%	500
2023 Q4	$4.85K	Hold	34	–	–	﹤0.01%	396
2023 Q3	$3.67K	Hold	34	–	–	﹤0.01%	437
2023 Q2	$3.93K	Hold	34	–	–	﹤0.01%	435
2023 Q1	$3.81K	Hold	34	–	–	﹤0.01%	447
2022 Q4	$3.99K	Hold	34	–	–	﹤0.01%	432
2022 Q3	$3.05K	Hold	34	–	–	﹤0.01%	496
2022 Q2	$3.23K	Hold	34	–	–	﹤0.01%	482
2022 Q1	$4.47K	Hold	34	–	–	﹤0.01%	421
2021 Q4	$5.43K	Hold	34	–	–	﹤0.01%	411
2021 Q3	$4.42K	Hold	34	–	–	﹤0.01%	401
2021 Q2	$4.44K	Hold	34	–	–	﹤0.01%	409
2021 Q1	$3.87K	Buy	34 +6	+21%	+$626	﹤0.01%	462
2020 Q4	$2.39K	Hold	28	–	–	﹤0.01%	510
2020 Q3	$1.81K	Hold	28	–	–	﹤0.01%	514
2020 Q2	$1.92K	Hold	28	–	–	﹤0.01%	483
2020 Q1	$1.54K	Hold	28	–	–	﹤0.01%	478
2019 Q4	$4.17K	Hold	28	–	–	﹤0.01%	293
2019 Q3	$4.36K	Buy	+28	New	+$4.35K	﹤0.01%	285
2019 Q2	–	Sell	-28	Closed	-$5.1K	–	1291
2019 Q1	$5.1K	Hold	28	–	–	﹤0.01%	229
2018 Q4	$4.7K	Hold	28	–	–	﹤0.01%	248
2018 Q3	$4.95K	Hold	28	–	–	﹤0.01%	263
2018 Q2	$4.76K	Hold	28	–	–	﹤0.01%	251
2018 Q1	$4.32K	Buy	+28	New	+$4.45K	﹤0.01%	257
2017 Q1	–	Sell	-7	Closed	-$1.24K	–	781
2016 Q4	$1.24K	Hold	7	–	–	﹤0.01%	373
2016 Q3	$1.45K	Hold	7	–	–	﹤0.01%	329
2016 Q2	$1.52K	Hold	7	–	–	﹤0.01%	302
2016 Q1	$1.45K	Hold	7	–	–	﹤0.01%	310
2015 Q4	$1.36K	Sell	7 -20	-74%	-$3.87K	﹤0.01%	319
2015 Q3	$4.96K	Hold	27	–	–	﹤0.01%	220
2015 Q2	$4.67K	Hold	27	–	–	﹤0.01%	209
2015 Q1	$5.28K	Hold	27	–	–	﹤0.01%	192
2014 Q4	$4.92K	Buy	27 +20	+286%	+$3.55K	﹤0.01%	204
2014 Q3	$1.15K	Buy	+7	New	+$1.18K	﹤0.01%	321
2014 Q1	–	Sell	-29	Closed	-$4.92K	–	663
2013 Q4	$4.92K	Buy	+29	New	+$4.18K	﹤0.01%	204

Other funds holding SPG

HCM

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

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

CRM

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

COPPSERS

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

RAFFA WEALTH MANAGEMENT, LLC's SPG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Simon Property Group (SPG) stake by 14% in Q2 2026, buying an estimated $1.24K and bringing the position to 48 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SPG in Q4 2013 and has held it in 44 quarters since. The position peaked at $21.6K in Q3 2025. 447 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 48 shares of Simon Property Group worth $10.7K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 6 Simon Property Group shares in Q2 2026, an estimated $1.24K.
Simon Property Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #410 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Simon Property Group in Q4 2013 and has held it in 44 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Simon Property Group position peaked at $21.6K in Q3 2025.
447 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.