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J. Team Financial’s Simon Property Group SPG Stock Holding History

J. Team Financial’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 		$378K Sell
1,687
-4
-0.2% -$823 0.37% 58
2026
Q1 		$315K Sell
1,691
-328
-16% -$62.6K 0.35% 57
2025
Q4 		$374K Buy
2,019
+17
+0.8% +$3.09K 0.37% 57
2025
Q3 		$376K Buy
+2,002
New +$346K 0.38% 48

Other funds holding SPG

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

J. Team Financial's SPG Position: Q2 2026 in Review

J. Team Financial reduced its Simon Property Group (SPG) stake by 0.24% in Q2 2026, selling an estimated $823 and leaving 1,687 shares worth $378K. The position accounts for 0.37% of the portfolio, ranked #58.

J. Team Financial first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 730 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • J. Team Financial held 1,687 shares of Simon Property Group worth $378K as of Q2 2026.
  • J. Team Financial sold 4 Simon Property Group shares in Q2 2026, an estimated $823.
  • Simon Property Group made up 0.37% of J. Team Financial's portfolio in Q2 2026, its #58 holding.
  • J. Team Financial first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 730 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.