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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
Q3 		$1.76M Buy
8,826
+1,266
+17% +$276K 0.04% 236
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 $4.04B AUM 11.59% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wedmont Private Capital's SPG Position: Q3 2026 in Review

Wedmont Private Capital increased its Simon Property Group (SPG) stake by 17% in Q3 2026, buying an estimated $276K and bringing the position to 8,826 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #236.

Wedmont Private Capital first reported a position in SPG in Q4 2022 and has held it in 16 quarters since. 53 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Wedmont Private Capital held 8,826 shares of Simon Property Group worth $1.76M as of Q3 2026.
  • Wedmont Private Capital bought 1,266 Simon Property Group shares in Q3 2026, an estimated $276K.
  • Simon Property Group made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #236 holding.
  • Wedmont Private Capital first reported a position in Simon Property Group in Q4 2022 and has held it in 16 quarters since.
  • 53 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.