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JDM Financial Group’s Simon Property Group SPG Stock Holding History

JDM Financial Group’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 		$754K Buy
3,370
+9
+0.3% +$1.85K 0.26% 37
2026
Q1 		$627K Buy
3,361
+11
+0.3% +$2.1K 0.24% 42
2025
Q4 		$620K Sell
3,350
-472
-12% -$85.8K 0.24% 41
2025
Q3 		$717K Buy
3,822
+465
+14% +$80.3K 0.3% 32
2025
Q2 		$540K Buy
3,357
+794
+31% +$125K 0.25% 34
2025
Q1 		$426K Buy
2,563
+8
+0.3% +$1.4K 0.22% 37
2024
Q4 		$440K Sell
2,555
-111
-4% -$19.5K 0.23% 34
2024
Q3 		$451K Sell
2,666
-1,047
-28% -$166K 0.25% 31
2024
Q2 		$564K Buy
3,713
+18
+0.5% +$2.65K 0.38% 24
2024
Q1 		$578K Buy
3,695
+9
+0.2% +$1.32K 0.42% 22
2023
Q4 		$526K Buy
3,686
+12
+0.3% +$1.45K 0.44% 21
2023
Q3 		$397K Hold
3,674
– – 0.37% 25
2023
Q2 		$424K Buy
3,674
+28
+0.8% +$3.05K 0.37% 23
2023
Q1 		$408K Sell
3,646
-1,034
-22% -$123K 0.38% 22
2022
Q4 		$550K Buy
+4,680
New +$520K 0.53% 19

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 $3.37T AUM 44.26% 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

JDM Financial Group's SPG Position: Q2 2026 in Review

JDM Financial Group increased its Simon Property Group (SPG) stake by 0.27% in Q2 2026, buying an estimated $1.85K and bringing the position to 3,370 shares worth $754K. The position accounts for 0.26% of the portfolio, ranked #37.

JDM Financial Group first reported a position in SPG in Q4 2022 and has held it in 15 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • JDM Financial Group held 3,370 shares of Simon Property Group worth $754K as of Q2 2026.
  • JDM Financial Group bought 9 Simon Property Group shares in Q2 2026, an estimated $1.85K.
  • Simon Property Group made up 0.26% of JDM Financial Group's portfolio in Q2 2026, its #37 holding.
  • JDM Financial Group first reported a position in Simon Property Group in Q4 2022 and has held it in 15 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.