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

Jefferies 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 Q1	$1.66M	Buy	8,898 +3,219	+57%	+$614K	0.01%	704
2025 Q4	$1.05M	Buy	+5,679	New	+$1.03M	0.01%	1052
2025 Q3	–	Sell	-91,521	Closed	-$14.7M	–	1667
2025 Q2	$14.7M	Buy	91,521 +89,439	+4,296%	+$14.1M	0.12%	124
2025 Q1	$346K	Sell	2,082 -185	-8%	-$32.3K	﹤0.01%	1184
2024 Q4	$390K	Sell	2,267 -11,030	-83%	-$1.94M	﹤0.01%	1185
2024 Q3	$2.25M	Buy	13,297 +6,161	+86%	+$975K	0.02%	558
2024 Q2	$1.08M	Buy	7,136 +966	+16%	+$142K	0.01%	714
2024 Q1	$966K	Buy	+6,170	New	+$905K	0.01%	839
2023 Q3	–	Sell	-4,486	Closed	-$518K	–	1963
2023 Q2	$518K	Buy	+4,486	New	+$489K	﹤0.01%	1164
2023 Q1	–	Sell	-21,214	Closed	-$2.49M	–	1968
2022 Q4	$2.49M	Buy	+21,214	New	+$2.36M	0.02%	580

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jefferies Financial Group's SPG Position: Q1 2026 in Review

Jefferies Financial Group increased its Simon Property Group (SPG) stake by 57% in Q1 2026, buying an estimated $614K and bringing the position to 8,898 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #704.

Jefferies Financial Group first reported a position in SPG in Q4 2022 and has held it in 10 quarters since. The position peaked at $14.7M in Q2 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Jefferies Financial Group held 8,898 shares of Simon Property Group worth $1.66M as of Q1 2026.
Jefferies Financial Group bought 3,219 Simon Property Group shares in Q1 2026, an estimated $614K.
Simon Property Group made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #704 holding.
Jefferies Financial Group first reported a position in Simon Property Group in Q4 2022 and has held it in 10 quarters since.
Jefferies Financial Group's Simon Property Group position peaked at $14.7M in Q2 2025.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.