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Jaffetilchin Investment Partners’s Simon Property Group SPG Stock Holding History

Jaffetilchin Investment Partners’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 		$2.22M Sell
11,905
-49
-0.4% -$9.34K 0.13% 123
2025
Q4 		$2.21M Sell
11,954
-485
-4% -$88.1K 0.13% 112
2025
Q3 		$2.33M Sell
12,439
-244
-2% -$42.1K 0.14% 110
2025
Q2 		$2.04M Sell
12,683
-288
-2% -$45.5K 0.13% 112
2025
Q1 		$2.15M Buy
12,971
+64
+0.5% +$11.2K 0.16% 107
2024
Q4 		$2.22M Buy
12,907
+145
+1% +$25.4K 0.16% 95
2024
Q3 		$2.16M Sell
12,762
-89
-0.7% -$14.1K 0.16% 90
2024
Q2 		$1.95M Buy
12,851
+83
+0.7% +$12.2K 0.17% 86
2024
Q1 		$2M Sell
12,768
-308
-2% -$45.2K 0.18% 87
2023
Q4 		$1.87M Sell
13,076
-1,404
-10% -$170K 0.18% 87
2023
Q3 		$1.56M Buy
14,480
+109
+0.8% +$12.8K 0.17% 84
2023
Q2 		$1.66M Buy
14,371
+306
+2% +$33.3K 0.18% 84
2023
Q1 		$1.57M Sell
14,065
-332
-2% -$39.6K 0.18% 98
2022
Q4 		$1.69M Sell
14,397
-293
-2% -$32.6K 0.21% 89
2022
Q3 		$1.32M Sell
14,690
-1,449
-9% -$148K 0.17% 83
2022
Q2 		$1.53M Sell
16,139
-146
-0.9% -$16.7K 0.18% 88
2022
Q1 		$1.88M Sell
16,285
-1,677
-9% -$239K 0.22% 74
2021
Q4 		$2.87M Sell
17,962
-1,300
-7% -$198K 0.27% 67
2021
Q3 		$2.5M Sell
19,262
-12,448
-39% -$1.62M 0.27% 67
2021
Q2 		$3.6M Buy
31,710
+17,300
+120% +$2.15M 0.25% 74
2021
Q1 		$1.64M Buy
14,410
+2,613
+22% +$273K 0.19% 96
2020
Q4 		$1.01M Buy
+11,797
New +$901K 0.14% 105
2016
Q2 		– Sell
-2,886
Closed -$599K – 246
2016
Q1 		$599K Sell
2,886
-763
-21% -$147K 0.19% 65
2015
Q4 		$710K Buy
+3,649
New +$707K 0.23% 63
2014
Q3 		– Sell
-2,967
Closed -$493K – 237
2014
Q2 		$493K Buy
+2,967
New +$484K 0.18% 97

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jaffetilchin Investment Partners's SPG Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Simon Property Group (SPG) stake by 0.41% in Q1 2026, selling an estimated $9.34K and leaving 11,905 shares worth $2.22M. The position accounts for 0.13% of the portfolio, ranked #123.

Jaffetilchin Investment Partners first reported a position in SPG in Q2 2014 and has held it in 25 quarters since. The position peaked at $3.6M in Q2 2021. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Jaffetilchin Investment Partners held 11,905 shares of Simon Property Group worth $2.22M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 49 Simon Property Group shares in Q1 2026, an estimated $9.34K.
  • Simon Property Group made up 0.13% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #123 holding.
  • Jaffetilchin Investment Partners first reported a position in Simon Property Group in Q2 2014 and has held it in 25 quarters since.
  • Jaffetilchin Investment Partners's Simon Property Group position peaked at $3.6M in Q2 2021.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.