WAP
SPG icon

Wealthcare Advisory Partners’s Simon Property Group SPG Stock Holding History

Wealthcare Advisory Partners’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 		$583K Sell
2,608
-139
-5% -$28.6K 0.01% 670
2026
Q1 		$512K Buy
2,747
+46
+2% +$8.77K 0.01% 689
2025
Q4 		$500K Buy
2,701
+41
+2% +$7.45K 0.01% 694
2025
Q3 		$499K Sell
2,660
-145
-5% -$25K 0.01% 683
2025
Q2 		$451K Buy
+2,805
New +$443K 0.01% 672
2021
Q2 		– Sell
-288
Closed -$33K – 1682
2021
Q1 		$33K Buy
+288
New +$30K ﹤0.01% 1026
2020
Q2 		– Sell
-13
Closed -$1K – 1198
2020
Q1 		$1K Hold
13
– – ﹤0.01% 1431
2019
Q4 		$2K Sell
13
-122
-90% -$18.3K ﹤0.01% 1276
2019
Q3 		$21K Buy
+135
New +$21K ﹤0.01% 746

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return