JC
SPG icon

JB Capital’s Simon Property Group SPG Stock Holding History

JB Capital’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 		$342K Buy
1,531
+442
+41% +$90.9K 0.01% 214
2026
Q1 		$203K Buy
1,089
+1
+0.1% +$191 0.01% 251
2025
Q4 		$201K Sell
1,088
-34
-3% -$6.18K 0.01% 255
2025
Q3 		$210K Buy
+1,122
New +$194K 0.01% 245
2022
Q1 		– Sell
-1,339
Closed -$214K – 263
2021
Q4 		$214K Buy
+1,339
New +$204K 0.02% 241

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 $3.38T AUM 44.17% 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

JB Capital's SPG Position: Q2 2026 in Review

JB Capital increased its Simon Property Group (SPG) stake by 41% in Q2 2026, buying an estimated $90.9K and bringing the position to 1,531 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #214.

JB Capital first reported a position in SPG in Q4 2021 and has held it in 5 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • JB Capital held 1,531 shares of Simon Property Group worth $342K as of Q2 2026.
  • JB Capital bought 442 Simon Property Group shares in Q2 2026, an estimated $90.9K.
  • Simon Property Group made up 0.01% of JB Capital's portfolio in Q2 2026, its #214 holding.
  • JB Capital first reported a position in Simon Property Group in Q4 2021 and has held it in 5 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.