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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 		$4.66M Hold
25,000
– – 0.03% 361
2025
Q4 		$4.63M Buy
+25,000
New +$4.54M 0.02% 509

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

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.