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Jacobson & Schmitt Advisors’s Simon Property Group SPG Stock Holding History

Jacobson & Schmitt Advisors’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
-1,125
Closed -$210K – 86
2026
Q1 		$210K Hold
1,125
– – 0.04% 77
2025
Q4 		$208K Hold
1,125
– – 0.04% 70
2025
Q3 		$211K Buy
+1,125
New +$194K 0.04% 83
2025
Q1 		– Sell
-1,200
Closed -$207K – 76
2024
Q4 		$207K Hold
1,200
– – 0.04% 77
2024
Q3 		$203K Buy
+1,200
New +$190K 0.04% 74

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jacobson & Schmitt Advisors's SPG Position: Q2 2026 in Review

Jacobson & Schmitt Advisors sold out of Simon Property Group (SPG) in Q2 2026, closing a stake of 1,125 shares — an estimated $210K sold.

Jacobson & Schmitt Advisors first reported a position in SPG in Q3 2024 and held it in 5 quarters. The position peaked at $211K in Q3 2025. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Jacobson & Schmitt Advisors reported no remaining Simon Property Group position as of Q2 2026 after selling out during the quarter.
  • Jacobson & Schmitt Advisors sold 1,125 Simon Property Group shares in Q2 2026, an estimated $210K.
  • Jacobson & Schmitt Advisors first reported a position in Simon Property Group in Q3 2024 and held it in 5 quarters.
  • Jacobson & Schmitt Advisors's Simon Property Group position peaked at $211K in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.