JFS Wealth Advisors’s Simon Property Group SPG Stock Holding History

JFS Wealth Advisors’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	$11K	Buy	49 +5	+11%	+$1.03K	﹤0.01%	973
2026 Q1	$8.21K	Hold	44	–	–	﹤0.01%	1023
2025 Q4	$8.14K	Hold	44	–	–	﹤0.01%	1052
2025 Q3	$8.26K	Hold	44	–	–	﹤0.01%	955
2025 Q2	$7.07K	Sell	44 -3	-6%	-$474	﹤0.01%	970
2025 Q1	$7.81K	Buy	47 +37	+370%	+$6.47K	﹤0.01%	961
2024 Q4	$1.72K	Hold	10	–	–	﹤0.01%	1536
2024 Q3	$1.69K	Hold	10	–	–	﹤0.01%	1556
2024 Q2	$1.52K	Sell	10 -1	-9%	-$147	﹤0.01%	1540
2024 Q1	$1.72K	Sell	11 -3	-21%	-$440	﹤0.01%	1501
2023 Q4	$2K	Sell	14 -296	-95%	-$35.8K	﹤0.01%	1436
2023 Q3	$33.5K	Hold	310	–	–	﹤0.01%	430
2023 Q2	$35.8K	Hold	310	–	–	﹤0.01%	417
2023 Q1	$34.7K	Hold	310	–	–	﹤0.01%	423
2022 Q4	$36.4K	Hold	310	–	–	﹤0.01%	412
2022 Q3	$28K	Hold	310	–	–	﹤0.01%	496
2022 Q2	$29K	Buy	310 +300	+3,000%	+$34.4K	﹤0.01%	514
2022 Q1	$1K	Sell	10 -46	-82%	-$6.55K	﹤0.01%	1732
2021 Q4	$9K	Hold	56	–	–	﹤0.01%	709
2021 Q3	$7K	Buy	+56	New	+$7.29K	﹤0.01%	690
2015 Q3	–	Sell	-7	Closed	-$1K	–	562
2015 Q2	$1K	Hold	7	–	–	﹤0.01%	493
2015 Q1	$1K	Hold	7	–	–	﹤0.01%	494
2014 Q4	$1K	Hold	7	–	–	﹤0.01%	507
2014 Q3	$1K	Buy	7 +1	+17%	+$168	﹤0.01%	463
2014 Q2	$1K	Buy	+6	New	+$980	﹤0.01%	458

Other funds holding SPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's SPG Position: Q2 2026 in Review

JFS Wealth Advisors increased its Simon Property Group (SPG) stake by 11% in Q2 2026, buying an estimated $1.03K and bringing the position to 49 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

JFS Wealth Advisors first reported a position in SPG in Q2 2014 and has held it in 25 quarters since. The position peaked at $36.4K in Q4 2022. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

JFS Wealth Advisors held 49 shares of Simon Property Group worth $11K as of Q2 2026.
JFS Wealth Advisors bought 5 Simon Property Group shares in Q2 2026, an estimated $1.03K.
Simon Property Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #973 holding.
JFS Wealth Advisors first reported a position in Simon Property Group in Q2 2014 and has held it in 25 quarters since.
JFS Wealth Advisors's Simon Property Group position peaked at $36.4K in Q4 2022.
1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.