Jacobs Levy Equity Management’s Simon Property Group SPG Stock Holding History

Jacobs Levy Equity 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 Q1	$5.18M	Sell	27,795 -771	-3%	-$147K	0.02%	410
2025 Q4	$5.29M	Hold	28,566	–	–	0.02%	397
2025 Q3	$5.36M	Buy	28,566 +25,311	+778%	+$4.37M	0.02%	416
2025 Q2	$523K	Buy	3,255 +7	+0.2%	+$1.11K	﹤0.01%	876
2025 Q1	$539K	Buy	+3,248	New	+$568K	﹤0.01%	911
2017 Q2	–	Sell	-65,604	Closed	-$11.3M	–	1011
2017 Q1	$11.3M	Sell	65,604 -3,300	-5%	-$590K	0.23%	142
2016 Q4	$12.2M	Sell	68,904 -20,530	-23%	-$3.81M	0.24%	134
2016 Q3	$18.5M	Buy	89,434 +65,006	+266%	+$14.1M	0.33%	91
2016 Q2	$5.3M	Buy	+24,428	New	+$4.99M	0.11%	230
2014 Q2	–	Sell	-15,830	Closed	-$2.44M	–	924
2014 Q1	$2.44M	Buy	+15,830	New	+$2.36M	0.04%	368

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jacobs Levy Equity Management's SPG Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its Simon Property Group (SPG) stake by 2.7% in Q1 2026, selling an estimated $147K and leaving 27,795 shares worth $5.18M. The position accounts for 0.02% of the portfolio, ranked #410.

Jacobs Levy Equity Management first reported a position in SPG in Q1 2014 and has held it in 10 quarters since. The position peaked at $18.5M in Q3 2016. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Jacobs Levy Equity Management held 27,795 shares of Simon Property Group worth $5.18M as of Q1 2026.
Jacobs Levy Equity Management sold 771 Simon Property Group shares in Q1 2026, an estimated $147K.
Simon Property Group made up 0.02% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #410 holding.
Jacobs Levy Equity Management first reported a position in Simon Property Group in Q1 2014 and has held it in 10 quarters since.
Jacobs Levy Equity Management's Simon Property Group position peaked at $18.5M in Q3 2016.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.