J. Team Financial
SPG icon

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
Q3 		$348K Buy
1,732
+45
+3% +$9.8K 0.3% 60
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

J. Team Financial's SPG Position: Q3 2026 in Review

J. Team Financial increased its Simon Property Group (SPG) stake by 2.7% in Q3 2026, buying an estimated $9.8K and bringing the position to 1,732 shares worth $348K. The position accounts for 0.3% of the portfolio, ranked #60.

J. Team Financial first reported a position in SPG in Q3 2025 and has held it in 5 quarters since. The position peaked at $378K in Q2 2026. 864 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • J. Team Financial held 1,732 shares of Simon Property Group worth $348K as of Q3 2026.
  • J. Team Financial bought 45 Simon Property Group shares in Q3 2026, an estimated $9.8K.
  • Simon Property Group made up 0.3% of J. Team Financial's portfolio in Q3 2026, its #60 holding.
  • J. Team Financial first reported a position in Simon Property Group in Q3 2025 and has held it in 5 quarters since.
  • J. Team Financial's Simon Property Group position peaked at $378K in Q2 2026.
  • 864 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.