Jackson Grant Investment Advisers’s Simon Property Group SPG Stock Holding History

Jackson Grant Investment Advisers’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	$8.5K	Hold	38	–	–	﹤0.01%	327
2026 Q1	$7.09K	Hold	38	–	–	﹤0.01%	325
2025 Q4	$7.03K	Hold	38	–	–	﹤0.01%	325
2025 Q3	$7.13K	Hold	38	–	–	﹤0.01%	320
2025 Q2	$6.11K	Hold	38	–	–	﹤0.01%	298
2025 Q1	$6.31K	Hold	38	–	–	﹤0.01%	284
2024 Q4	$6.54K	Hold	38	–	–	﹤0.01%	294
2024 Q3	$6.42K	Hold	38	–	–	﹤0.01%	296
2024 Q2	$5.77K	Hold	38	–	–	﹤0.01%	297
2024 Q1	$5.95K	Hold	38	–	–	﹤0.01%	287
2023 Q4	$5.42K	Hold	38	–	–	﹤0.01%	284
2023 Q3	$4.11K	Hold	38	–	–	﹤0.01%	300
2023 Q2	$4.39K	Hold	38	–	–	﹤0.01%	303
2023 Q1	$4.25K	Buy	+38	New	+$4.54K	﹤0.01%	330

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Grant Investment Advisers's SPG Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Simon Property Group (SPG) position steady in Q2 2026 at 38 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Jackson Grant Investment Advisers first reported a position in SPG in Q1 2023 and has held it in 14 quarters since. 1,360 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Jackson Grant Investment Advisers held 38 shares of Simon Property Group worth $8.5K as of Q2 2026.
Jackson Grant Investment Advisers left its Simon Property Group share count unchanged in Q2 2026.
Simon Property Group made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #327 holding.
Jackson Grant Investment Advisers first reported a position in Simon Property Group in Q1 2023 and has held it in 14 quarters since.
1,360 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.