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Jessup Wealth Management’s Simon Property Group SPG Stock Holding History

Jessup Wealth 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
2026
Q1 		– Sell
-40
Closed -$7.4K – 307
2025
Q4 		$7.4K Buy
+40
New +$7.27K ﹤0.01% 261
2023
Q1 		– Sell
-22,192
Closed -$2.61M – 77
2022
Q4 		$2.61M Buy
+22,192
New +$2.47M 1.65% 21

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jessup Wealth Management's SPG Position: Q1 2026 in Review

Jessup Wealth Management sold out of Simon Property Group (SPG) in Q1 2026, closing a stake of 40 shares — an estimated $7.4K sold.

Jessup Wealth Management first reported a position in SPG in Q4 2022 and held it in 2 quarters. The position peaked at $2.61M in Q4 2022. 1,310 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Jessup Wealth Management reported no remaining Simon Property Group position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 40 Simon Property Group shares in Q1 2026, an estimated $7.4K.
  • Jessup Wealth Management first reported a position in Simon Property Group in Q4 2022 and held it in 2 quarters.
  • Jessup Wealth Management's Simon Property Group position peaked at $2.61M in Q4 2022.
  • 1,310 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.