Jacobi Capital Management’s Simon Property Group SPG Stock Holding History

Jacobi Capital Management’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	$306K	Buy	1,526 +1	+0.1%	+$218	0.01%	554
2026 Q2	$341K	Hold	1,525	–	–	0.02%	535
2026 Q1	$284K	Buy	1,525 +1	+0.1%	+$191	0.02%	542
2025 Q4	$282K	Hold	1,524	–	–	0.02%	542
2025 Q3	$286K	Buy	1,524 +1	+0.1%	+$173	0.02%	526
2025 Q2	$245K	Hold	1,523	–	–	0.02%	542
2025 Q1	$253K	Hold	1,523	–	–	0.02%	512
2024 Q4	$262K	Sell	1,523 -102	-6%	-$17.9K	0.02%	493
2024 Q3	$275K	Sell	1,625 -508	-24%	-$80.4K	0.02%	479
2024 Q2	$324K	Buy	2,133 +601	+39%	+$88.5K	0.03%	397
2024 Q1	$240K	Buy	1,532 +1	+0.1%	+$147	0.02%	441
2023 Q4	$218K	Buy	+1,531	New	+$185K	0.02%	431
2021 Q4	–	Sell	-162	Closed	-$21K	–	1192
2021 Q3	$21K	Hold	162	–	–	﹤0.01%	863
2021 Q2	$21K	Buy	162 +52	+47%	+$6.46K	﹤0.01%	828
2021 Q1	$13K	Hold	110	–	–	﹤0.01%	908
2020 Q4	$9K	Hold	110	–	–	﹤0.01%	907
2020 Q3	$7K	Hold	110	–	–	﹤0.01%	884
2020 Q2	$8K	Sell	110 -117	-52%	-$7.34K	﹤0.01%	824
2020 Q1	$12K	Buy	227 +198	+683%	+$23.7K	﹤0.01%	684
2019 Q4	$4K	Buy	29 +10	+53%	+$1.5K	﹤0.01%	884
2019 Q3	$3K	Hold	19	–	–	﹤0.01%	910
2019 Q2	$3K	Buy	+19	New	+$3.27K	﹤0.01%	900
2019 Q1	–	Sell	-4	Closed	-$1K	–	1023
2018 Q4	$1K	Buy	+4	New	+$715	﹤0.01%	932

Other funds holding SPG

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Jacobi Capital Management's SPG Position: Q3 2026 in Review

Jacobi Capital Management increased its Simon Property Group (SPG) stake by 0.07% in Q3 2026, buying an estimated $218 and bringing the position to 1,526 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #554.

Jacobi Capital Management first reported a position in SPG in Q4 2018 and has held it in 23 quarters since. The position peaked at $341K in Q2 2026. 1,096 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Jacobi Capital Management held 1,526 shares of Simon Property Group worth $306K as of Q3 2026.
Jacobi Capital Management bought 1 Simon Property Group share in Q3 2026, an estimated $218.
Simon Property Group made up 0.01% of Jacobi Capital Management's portfolio in Q3 2026, its #554 holding.
Jacobi Capital Management first reported a position in Simon Property Group in Q4 2018 and has held it in 23 quarters since.
Jacobi Capital Management's Simon Property Group position peaked at $341K in Q2 2026.
1,096 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.