Glass Jacobson Investment Advisors’s Simon Property Group SPG Stock Holding History

Glass Jacobson Investment Advisors’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	$79.4K	Hold	355	–	–	0.02%	280
2026 Q1	$66.2K	Hold	355	–	–	0.02%	283
2025 Q4	$65.7K	Hold	355	–	–	0.02%	286
2025 Q3	$66.6K	Hold	355	–	–	0.02%	277
2025 Q2	$57.1K	Sell	355 -2,287	-87%	-$361K	0.02%	281
2025 Q1	$455K	Hold	2,642	–	–	0.15%	154
2024 Q4	$455K	Buy	2,642 +40	+2%	+$7.02K	0.15%	154
2024 Q3	$440K	Sell	2,602 -75	-3%	-$11.9K	0.15%	151
2024 Q2	$406K	Hold	2,677	–	–	0.15%	154
2024 Q1	$419K	Sell	2,677 -100	-4%	-$14.7K	0.16%	143
2023 Q4	$396K	Sell	2,777 -100	-3%	-$12.1K	0.16%	144
2023 Q3	$311K	Sell	2,877 -225	-7%	-$26.4K	0.14%	158
2023 Q2	$358K	Buy	+3,102	New	+$338K	0.16%	150
2022 Q4	$379K	Buy	+3,222	New	+$358K	0.19%	144

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glass Jacobson Investment Advisors's SPG Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Simon Property Group (SPG) position steady in Q2 2026 at 355 shares worth $79.4K. The position accounts for 0.02% of the portfolio, ranked #280.

Glass Jacobson Investment Advisors first reported a position in SPG in Q4 2022 and has held it in 14 quarters since. The position peaked at $455K in Q1 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Glass Jacobson Investment Advisors held 355 shares of Simon Property Group worth $79.4K as of Q2 2026.
Glass Jacobson Investment Advisors left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #280 holding.
Glass Jacobson Investment Advisors first reported a position in Simon Property Group in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Simon Property Group position peaked at $455K in Q1 2025.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.