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James T. Borello RIA’s Simon Property Group SPG Stock Holding History

James T. Borello RIA’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 		$25.7K Buy
128
+31
+32% +$6.75K 0.01% 360
2026
Q2 		$21.7K Buy
97
+22
+29% +$4.53K ﹤0.01% 395
2026
Q1 		$14K Sell
75
-1
-1% -$191 ﹤0.01% 466
2025
Q4 		$14.1K Buy
76
+33
+77% +$6K ﹤0.01% 337
2025
Q3 		$8.07K Buy
+43
New +$7.42K ﹤0.01% 344

Other funds holding SPG

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
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

James T. Borello RIA's SPG Position: Q3 2026 in Review

James T. Borello RIA increased its Simon Property Group (SPG) stake by 32% in Q3 2026, buying an estimated $6.75K and bringing the position to 128 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #360.

James T. Borello RIA first reported a position in SPG in Q3 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • James T. Borello RIA held 128 shares of Simon Property Group worth $25.7K as of Q3 2026.
  • James T. Borello RIA bought 31 Simon Property Group shares in Q3 2026, an estimated $6.75K.
  • Simon Property Group made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #360 holding.
  • James T. Borello RIA first reported a position in Simon Property Group in Q3 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.