JSSH
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J. Safra Sarasin Holding’s Simon Property Group SPG Stock Holding History

J. Safra Sarasin Holding’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 		$1.79M Sell
9,418
-13,246
-58% -$2.73M 0.03% 284
2026
Q1 		$4.22M Buy
22,664
+17,238
+318% +$3.29M 0.07% 142
2025
Q4 		$1M Buy
5,426
+2,627
+94% +$477K 0.02% 295
2025
Q3 		$525K Sell
2,799
-844
-23% -$146K 0.01% 409
2025
Q2 		$586K Sell
3,643
-5,840
-62% -$923K 0.01% 352
2025
Q1 		$1.57M Sell
9,483
-1,307
-12% -$228K 0.03% 250
2024
Q4 		$1.86M Sell
10,790
-17,173
-61% -$3.01M 0.03% 229
2024
Q3 		$4.73M Sell
27,963
-731
-3% -$116K 0.08% 138
2024
Q2 		$4.36M Buy
+28,694
New +$4.23M 0.08% 141

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J. Safra Sarasin Holding's SPG Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its Simon Property Group (SPG) stake by 58% in Q2 2026, selling an estimated $2.73M and leaving 9,418 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #284.

J. Safra Sarasin Holding first reported a position in SPG in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.73M in Q3 2024. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • J. Safra Sarasin Holding held 9,418 shares of Simon Property Group worth $1.79M as of Q2 2026.
  • J. Safra Sarasin Holding sold 13,246 Simon Property Group shares in Q2 2026, an estimated $2.73M.
  • Simon Property Group made up 0.03% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #284 holding.
  • J. Safra Sarasin Holding first reported a position in Simon Property Group in Q2 2024 and has held it in 9 quarters since.
  • J. Safra Sarasin Holding's Simon Property Group position peaked at $4.73M in Q3 2024.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.