West Paces Advisors’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $31.5K | Hold |
157
| – | – | 0.01% | 328 |
|
|
2026
Q2 | $35.1K | Buy |
+157
| New | +$32.3K | 0.01% | 302 |
|
|
2025
Q2 | – | Sell |
-138
| Closed | -$22.9K | – | 504 |
|
|
2025
Q1 | $22.9K | Hold |
138
| – | – | 0.01% | 291 |
|
|
2024
Q4 | $23.8K | Hold |
138
| – | – | 0.01% | 289 |
|
|
2024
Q3 | $23.3K | Hold |
138
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $20.9K | Hold |
138
| – | – | 0.01% | 286 |
|
|
2024
Q1 | $21.6K | Sell |
138
-4
| -3% | -$587 | 0.01% | 300 |
|
|
2023
Q4 | $20.3K | Buy |
142
+4
| +3% | +$483 | 0.01% | 304 |
|
|
2023
Q3 | $14.9K | Hold |
138
| – | – | ﹤0.01% | 319 |
|
|
2023
Q2 | $15.9K | Sell |
138
-9
| -6% | -$980 | ﹤0.01% | 327 |
|
|
2023
Q1 | $16.5K | Buy |
147
+9
| +7% | +$1.07K | 0.01% | 325 |
|
|
2022
Q4 | $16.2K | Buy |
138
+5
| +4% | +$556 | 0.01% | 311 |
|
|
2022
Q3 | $11.9K | Hold |
133
| – | – | ﹤0.01% | 329 |
|
|
2022
Q2 | $12.6K | Hold |
133
| – | – | ﹤0.01% | 347 |
|
|
2022
Q1 | $17.5K | Buy |
133
+12
| +10% | +$1.71K | 0.01% | 325 |
|
|
2021
Q4 | $19.3K | Hold |
121
| – | – | 0.01% | 319 |
|
|
2021
Q3 | $15.7K | Hold |
121
| – | – | 0.01% | 316 |
|
|
2021
Q2 | $15.8K | Hold |
121
| – | – | 0.01% | 314 |
|
|
2021
Q1 | $13.8K | Hold |
121
| – | – | 0.01% | 305 |
|
|
2020
Q4 | $10.3K | Sell |
121
-22
| -15% | -$1.68K | ﹤0.01% | 307 |
|
|
2020
Q3 | $9.25K | Hold |
143
| – | – | ﹤0.01% | 310 |
|
|
2020
Q2 | $9.78K | Sell |
143
-1,033
| -88% | -$64.8K | 0.01% | 316 |
|
|
2020
Q1 | $64.5K | Sell |
1,176
-2,515
| -68% | -$301K | 0.04% | 156 |
|
|
2019
Q4 | $550K | Sell |
3,691
-522
| -12% | -$78.3K | 0.3% | 63 |
|
|
2019
Q3 | $656K | Sell |
4,213
-19
| -0.4% | -$2.96K | 0.39% | 53 |
|
|
2019
Q2 | $676K | Sell |
4,232
-131
| -3% | -$22.6K | 0.42% | 50 |
|
|
2019
Q1 | $795K | Buy |
4,363
+1,775
| +69% | +$315K | 0.56% | 41 |
|
|
2018
Q4 | $435K | Buy |
2,588
+10
| +0.4% | +$1.79K | 0.34% | 68 |
|
|
2018
Q3 | $456K | Buy |
2,578
+636
| +33% | +$112K | 0.33% | 69 |
|
|
2018
Q2 | $331K | Buy |
1,942
+688
| +55% | +$109K | 0.25% | 79 |
|
|
2018
Q1 | $194K | Buy |
1,254
+1,074
| +597% | +$171K | 0.14% | 100 |
|
|
2017
Q4 | $30.9K | Hold |
180
| – | – | 0.02% | 226 |
|
|
2017
Q3 | $29K | Hold |
180
| – | – | 0.02% | 231 |
|
|
2017
Q2 | $29.1K | Hold |
180
| – | – | 0.02% | 227 |
|
|
2017
Q1 | $31K | Sell |
180
-14
| -7% | -$2.5K | 0.02% | 217 |
|
|
2016
Q4 | $34.5K | Buy |
+194
| New | +$36K | 0.03% | 208 |
|
Other funds holding SPG
TPM
West Paces Advisors's SPG Position: Q3 2026 in Review
West Paces Advisors held its Simon Property Group (SPG) position steady in Q3 2026 at 157 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #328.
West Paces Advisors first reported a position in SPG in Q4 2016 and has held it in 36 quarters since. The position peaked at $795K in Q1 2019. 157 funds tracked by Wall St. Rank hold SPG as of Q3 2026.
- West Paces Advisors held 157 shares of Simon Property Group worth $31.5K as of Q3 2026.
- West Paces Advisors left its Simon Property Group share count unchanged in Q3 2026.
- Simon Property Group made up 0.01% of West Paces Advisors's portfolio in Q3 2026, its #328 holding.
- West Paces Advisors first reported a position in Simon Property Group in Q4 2016 and has held it in 36 quarters since.
- West Paces Advisors's Simon Property Group position peaked at $795K in Q1 2019.
- 157 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.
Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.