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
Q2 		$1.22M Buy
+5,445
New +$1.12M 0.02% 689
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 $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.W. Cole Advisors's SPG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Simon Property Group (SPG) in Q2 2026: 5,445 shares worth $1.22M. The stake represents 0.02% of the portfolio and ranks #689 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SPG as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SPG in Q4 2019 and has held it in 17 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • J.W. Cole Advisors held 5,445 shares of Simon Property Group worth $1.22M as of Q2 2026.
  • Simon Property Group was a new J.W. Cole Advisors position in Q2 2026.
  • Simon Property Group made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #689 holding.
  • J.W. Cole Advisors first reported a position in Simon Property Group in Q4 2019 and has held it in 17 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.