JWCA
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J.W. Cole Advisors’s Simon Property Group SPG Stock Holding History

J.W. Cole 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
Q1 		– Sell
-5,931
Closed -$988K – 1378
2025
Q4 		$988K Sell
5,931
-51
-0.9% -$9.27K 0.02% 638
2025
Q3 		$1.12M Buy
5,982
+494
+9% +$85.3K 0.02% 676
2025
Q2 		$882K Buy
5,488
+100
+2% +$15.8K 0.02% 708
2025
Q1 		$895K Buy
+5,388
New +$942K 0.03% 577
2023
Q3 		– Sell
-1,893
Closed -$219K – 793
2023
Q2 		$219K Sell
1,893
-1,607
-46% -$175K 0.02% 675
2023
Q1 		$392K Buy
3,500
+1,150
+49% +$137K 0.03% 512
2022
Q4 		$276K Buy
+2,350
New +$261K 0.02% 591
2022
Q3 		– Sell
-2,269
Closed -$215K – 764
2022
Q2 		$215K Buy
2,269
+30
+1% +$3.44K 0.02% 662
2022
Q1 		$295K Sell
2,239
-932
-29% -$133K 0.02% 625
2021
Q4 		$507K Sell
3,171
-683
-18% -$104K 0.03% 459
2021
Q3 		$503K Buy
3,854
+851
+28% +$111K 0.04% 259
2021
Q2 		$392K Buy
3,003
+111
+4% +$13.8K 0.03% 500
2021
Q1 		$329K Sell
2,892
-512
-15% -$53.4K 0.03% 490
2020
Q4 		$290K Sell
3,404
-3,903
-53% -$298K 0.03% 488
2020
Q3 		$473K Buy
+7,307
New +$479K 0.04% 429
2020
Q1 		– Sell
-2,521
Closed -$375K – 444
2019
Q4 		$375K Buy
+2,521
New +$378K 0.05% 367

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

J.W. Cole Advisors's SPG Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 5,931 shares — an estimated $988K sold.

J.W. Cole Advisors first reported a position in SPG in Q4 2019 and held it in 16 quarters. The position peaked at $1.12M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 5,931 Simon Property Group shares in Q1 2026, an estimated $988K.
  • J.W. Cole Advisors first reported a position in Simon Property Group in Q4 2019 and held it in 16 quarters.
  • J.W. Cole Advisors's Simon Property Group position peaked at $1.12M in Q3 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.