Jamison Private Wealth Management’s Simon Property Group SPG Stock Holding History

Jamison Private Wealth 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 Q3	$7.03M	Buy	35,004 +2,216	+7%	+$482K	0.71%	45
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

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Jamison Private Wealth Management's SPG Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Simon Property Group (SPG) stake by 6.8% in Q3 2026, buying an estimated $482K and bringing the position to 35,004 shares worth $7.03M. The position accounts for 0.71% of the portfolio, ranked #45.

Jamison Private Wealth Management first reported a position in SPG in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.33M in Q2 2026. 119 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

Jamison Private Wealth Management held 35,004 shares of Simon Property Group worth $7.03M as of Q3 2026.
Jamison Private Wealth Management bought 2,216 Simon Property Group shares in Q3 2026, an estimated $482K.
Simon Property Group made up 0.71% of Jamison Private Wealth Management's portfolio in Q3 2026, its #45 holding.
Jamison Private Wealth Management first reported a position in Simon Property Group in Q3 2023 and has held it in 13 quarters since.
Jamison Private Wealth Management's Simon Property Group position peaked at $7.33M in Q2 2026.
119 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.