Jacobi Capital Management’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | – | 1193 |
|
|
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
VPM
VCM
