Welch Group
SPG icon

Welch Group’s Simon Property Group SPG Stock Holding History

Welch Group’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 		$634K Sell
3,160
-55
-2% -$12K 0.02% 167
2026
Q2 		$719K Buy
3,215
+95
+3% +$19.5K 0.02% 157
2026
Q1 		$582K Buy
3,120
+4
+0.1% +$763 0.02% 164
2025
Q4 		$577K Buy
3,116
+140
+5% +$25.4K 0.02% 162
2025
Q3 		$558K Buy
2,976
+4
+0.1% +$691 0.02% 155
2025
Q2 		$478K Buy
2,972
+452
+18% +$71.4K 0.02% 159
2025
Q1 		$414K Hold
2,520
– – 0.02% 164
2024
Q4 		$431K Buy
2,520
+5
+0.2% +$878 0.02% 165
2024
Q3 		$425K Hold
2,515
– – 0.02% 162
2024
Q2 		$382K Buy
2,515
+2
+0.1% +$295 0.02% 163
2024
Q1 		$393K Buy
2,513
+4
+0.2% +$587 0.02% 146
2023
Q4 		$358K Buy
2,509
+6
+0.2% +$725 0.02% 159
2023
Q3 		$270K Buy
2,503
+1
+0% +$117 0.02% 167
2023
Q2 		$289K Hold
2,502
– – 0.02% 160
2023
Q1 		$280K Buy
2,502
+5
+0.2% +$597 0.02% 163
2022
Q4 		$293K Buy
+2,497
New +$278K 0.02% 165
2022
Q2 		– Sell
-1,809
Closed -$238K – 215
2022
Q1 		$238K Buy
+1,809
New +$258K 0.01% 189

Other funds holding SPG

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
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Welch Group's SPG Position: Q3 2026 in Review

Welch Group reduced its Simon Property Group (SPG) stake by 1.7% in Q3 2026, selling an estimated $12K and leaving 3,160 shares worth $634K. The position accounts for 0.02% of the portfolio, ranked #167.

Welch Group first reported a position in SPG in Q1 2022 and has held it in 17 quarters since. The position peaked at $719K in Q2 2026. 463 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Welch Group held 3,160 shares of Simon Property Group worth $634K as of Q3 2026.
  • Welch Group sold 55 Simon Property Group shares in Q3 2026, an estimated $12K.
  • Simon Property Group made up 0.02% of Welch Group's portfolio in Q3 2026, its #167 holding.
  • Welch Group first reported a position in Simon Property Group in Q1 2022 and has held it in 17 quarters since.
  • Welch Group's Simon Property Group position peaked at $719K in Q2 2026.
  • 463 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.