Waters Parkerson & Co
SPG icon

Waters Parkerson & Co’s Simon Property Group SPG Stock Holding History

Waters Parkerson & Co’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 		$8.47M Sell
42,180
-785
-2% -$171K 0.41% 47
2026
Q2 		$9.6M Sell
42,965
-620
-1% -$128K 0.47% 46
2026
Q1 		$8.13M Sell
43,585
-575
-1% -$110K 0.42% 47
2025
Q4 		$8.17M Sell
44,160
-816
-2% -$148K 0.4% 46
2025
Q3 		$8.44M Buy
44,976
+1,501
+3% +$259K 0.41% 48
2025
Q2 		$6.99M Buy
43,475
+8,104
+23% +$1.28M 0.35% 54
2025
Q1 		$5.87M Sell
35,371
-775
-2% -$135K 0.31% 55
2024
Q4 		$6.22M Buy
36,146
+391
+1% +$68.6K 0.33% 55
2024
Q3 		$6.04M Buy
35,755
+275
+0.8% +$43.5K 0.31% 58
2024
Q2 		$5.39M Sell
35,480
-400
-1% -$58.9K 0.29% 56
2024
Q1 		$5.62M Buy
35,880
+155
+0.4% +$22.7K 0.29% 55
2023
Q4 		$5.1M Buy
35,725
+1,547
+5% +$187K 0.28% 55
2023
Q3 		$3.69M Buy
34,178
+1,679
+5% +$197K 0.22% 58
2023
Q2 		$3.75M Buy
32,499
+2,135
+7% +$233K 0.21% 58
2023
Q1 		$3.4M Buy
30,364
+3,634
+14% +$434K 0.2% 58
2022
Q4 		$3.14M Buy
26,730
+4,675
+21% +$520K 0.19% 60
2022
Q3 		$1.98M Buy
22,055
+2,575
+13% +$263K 0.13% 67
2022
Q2 		$1.85M Buy
+19,480
New +$2.23M 0.12% 72

Other funds holding SPG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Waters Parkerson & Co's SPG Position: Q3 2026 in Review

Waters Parkerson & Co reduced its Simon Property Group (SPG) stake by 1.8% in Q3 2026, selling an estimated $171K and leaving 42,180 shares worth $8.47M. The position accounts for 0.41% of the portfolio, ranked #47.

Waters Parkerson & Co first reported a position in SPG in Q2 2022 and has held it in 18 quarters since. The position peaked at $9.6M in Q2 2026. 864 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Waters Parkerson & Co held 42,180 shares of Simon Property Group worth $8.47M as of Q3 2026.
  • Waters Parkerson & Co sold 785 Simon Property Group shares in Q3 2026, an estimated $171K.
  • Simon Property Group made up 0.41% of Waters Parkerson & Co's portfolio in Q3 2026, its #47 holding.
  • Waters Parkerson & Co first reported a position in Simon Property Group in Q2 2022 and has held it in 18 quarters since.
  • Waters Parkerson & Co's Simon Property Group position peaked at $9.6M in Q2 2026.
  • 864 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Waters Parkerson & Co's 13F filing for Q3 2026, filed 4 Nov 2026.