JCM
SPG icon

Janney Capital Management’s Simon Property Group SPG Stock Holding History

Janney Capital 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
2025
Q4 		$13.1M Sell
70,509
-1,231
-2% -$224K 0.82% 40
2025
Q3 		$13.5M Sell
71,740
-462
-0.6% -$79.8K 0.84% 43
2025
Q2 		$11.6M Sell
72,202
-936
-1% -$148K 0.75% 55
2025
Q1 		$12.1M Sell
73,138
-3,985
-5% -$697K 0.84% 49
2024
Q4 		$13.3M Sell
77,123
-21,220
-22% -$3.72M 0.88% 42
2024
Q3 		$16.6M Sell
98,343
-939
-0.9% -$149K 1.12% 23
2024
Q2 		$15.1M Sell
99,282
-4,313
-4% -$635K 1.06% 25
2024
Q1 		$16.2M Sell
103,595
-2,152
-2% -$316K 1.08% 25
2023
Q4 		$15.1M Sell
105,747
-7,123
-6% -$861K 1.01% 28
2023
Q3 		$12.2M Buy
112,870
+2,187
+2% +$256K 0.94% 38
2023
Q2 		$12.8M Buy
110,683
+850
+0.8% +$92.6K 0.89% 38
2023
Q1 		$12.3M Buy
109,833
+11,805
+12% +$1.41M 0.93% 39
2022
Q4 		$11.5M Sell
98,028
-5,597
-5% -$622K 0.82% 45
2022
Q3 		$9.3M Buy
103,625
+26,118
+34% +$2.67M 0.76% 52
2022
Q2 		$7.36M Sell
77,507
-507
-0.6% -$58.1K 0.59% 66
2022
Q1 		$10.3M Buy
+78,014
New +$11.1M 0.73% 59

Other funds holding SPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Janney Capital Management's SPG Position: Q4 2025 in Review

Janney Capital Management reduced its Simon Property Group (SPG) stake by 1.7% in Q4 2025, selling an estimated $224K and leaving 70,509 shares worth $13.1M. The position accounts for 0.82% of the portfolio, ranked #40.

Janney Capital Management first reported a position in SPG in Q1 2022 and has held it in 16 quarters since. The position peaked at $16.6M in Q3 2024. 1,286 funds tracked by Wall St. Rank hold SPG as of Q4 2025.

  • Janney Capital Management held 70,509 shares of Simon Property Group worth $13.1M as of Q4 2025.
  • Janney Capital Management sold 1,231 Simon Property Group shares in Q4 2025, an estimated $224K.
  • Simon Property Group made up 0.82% of Janney Capital Management's portfolio in Q4 2025, its #40 holding.
  • Janney Capital Management first reported a position in Simon Property Group in Q1 2022 and has held it in 16 quarters since.
  • Janney Capital Management's Simon Property Group position peaked at $16.6M in Q3 2024.
  • 1,286 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.