Jamison Private Wealth 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
Q2
$7.33M Buy
32,788
+2,412
+8% +$496K 0.74% 43
2026
Q1
$5.67M Buy
30,376
+465
+2% +$88.7K 0.69% 49
2025
Q4
$5.54M Buy
29,911
+850
+3% +$154K 0.67% 48
2025
Q3
$5.45M Buy
29,061
+1,825
+7% +$315K 0.69% 48
2025
Q2
$4.38M Buy
27,236
+12,981
+91% +$2.05M 0.63% 49
2025
Q1
$2.37M Buy
14,255
+878
+7% +$153K 0.36% 70
2024
Q4
$2.3M Buy
13,377
+2,478
+23% +$435K 0.34% 71
2024
Q3
$1.84M Buy
10,899
+2,446
+29% +$387K 0.28% 83
2024
Q2
$1.28M Buy
8,453
+699
+9% +$103K 0.21% 89
2024
Q1
$1.21M Buy
7,754
+2,089
+37% +$306K 0.21% 90
2023
Q4
$808K Buy
5,665
+631
+13% +$76.3K 0.15% 102
2023
Q3
$544K Buy
+5,034
New +$590K 0.11% 121

Other funds holding SPG

Jamison Private Wealth Management's SPG Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Simon Property Group (SPG) stake by 7.9% in Q2 2026, buying an estimated $496K and bringing the position to 32,788 shares worth $7.33M. The position accounts for 0.74% of the portfolio, ranked #43.

Jamison Private Wealth Management first reported a position in SPG in Q3 2023 and has held it in 12 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Jamison Private Wealth Management held 32,788 shares of Simon Property Group worth $7.33M as of Q2 2026.
  • Jamison Private Wealth Management bought 2,412 Simon Property Group shares in Q2 2026, an estimated $496K.
  • Simon Property Group made up 0.74% of Jamison Private Wealth Management's portfolio in Q2 2026, its #43 holding.
  • Jamison Private Wealth Management first reported a position in Simon Property Group in Q3 2023 and has held it in 12 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.