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 Q2	–	Sell	-27,795	Closed	-$5.18M	–	1074
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 $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

Jacobs Levy Equity Management's SPG Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 27,795 shares — an estimated $5.18M sold.

Jacobs Levy Equity Management first reported a position in SPG in Q1 2014 and held it in 10 quarters. The position peaked at $18.5M in Q3 2016. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Jacobs Levy Equity Management reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
Jacobs Levy Equity Management sold 27,795 Simon Property Group shares in Q2 2026, an estimated $5.18M.
Jacobs Levy Equity Management first reported a position in Simon Property Group in Q1 2014 and held it in 10 quarters.
Jacobs Levy Equity Management's Simon Property Group position peaked at $18.5M in Q3 2016.
1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.