Wedmont Private Capital’s Simon Property Group SPG Stock Holding History

Wedmont Private Capital’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	$1.65M	Buy	7,560 +279	+4%	+$57.4K	0.05%	226
2026 Q1	$1.41M	Sell	7,281 -108	-1%	-$20.6K	0.05%	238
2025 Q4	$1.36M	Buy	7,389 +187	+3%	+$34K	0.05%	223
2025 Q3	$1.29M	Buy	7,202 +162	+2%	+$28K	0.05%	222
2025 Q2	$1.15M	Buy	7,040 +68	+1%	+$10.7K	0.05%	233
2025 Q1	$1.03M	Buy	6,972 +245	+4%	+$42.8K	0.05%	221
2024 Q4	$1.15M	Buy	6,727 +216	+3%	+$37.9K	0.06%	192
2024 Q3	$1.09M	Buy	6,511 +361	+6%	+$57.2K	0.06%	194
2024 Q2	$919K	Buy	6,150 +315	+5%	+$46.4K	0.06%	212
2024 Q1	$876K	Buy	5,835 +148	+3%	+$21.7K	0.06%	202
2023 Q4	$809K	Buy	5,687 +1,986	+54%	+$240K	0.07%	200
2023 Q3	$390K	Sell	3,701 -272	-7%	-$31.9K	0.04%	310
2023 Q2	$482K	Buy	3,973 +954	+32%	+$104K	0.05%	252
2023 Q1	$331K	Buy	3,019 +78	+3%	+$9.31K	0.04%	315
2022 Q4	$350K	Buy	+2,941	New	+$327K	0.05%	300

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

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wedmont Private Capital's SPG Position: Q2 2026 in Review

Wedmont Private Capital increased its Simon Property Group (SPG) stake by 3.8% in Q2 2026, buying an estimated $57.4K and bringing the position to 7,560 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #226.

Wedmont Private Capital first reported a position in SPG in Q4 2022 and has held it in 15 quarters since. 351 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Wedmont Private Capital held 7,560 shares of Simon Property Group worth $1.65M as of Q2 2026.
Wedmont Private Capital bought 279 Simon Property Group shares in Q2 2026, an estimated $57.4K.
Simon Property Group made up 0.05% of Wedmont Private Capital's portfolio in Q2 2026, its #226 holding.
Wedmont Private Capital first reported a position in Simon Property Group in Q4 2022 and has held it in 15 quarters since.
351 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.