JFS Wealth Advisors
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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
Q3 		$9.8K Hold
49
– – ﹤0.01% 982
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

JFS Wealth Advisors's SPG Position: Q3 2026 in Review

JFS Wealth Advisors held its Simon Property Group (SPG) position steady in Q3 2026 at 49 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

JFS Wealth Advisors first reported a position in SPG in Q2 2014 and has held it in 26 quarters since. The position peaked at $36.4K in Q4 2022. 726 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • JFS Wealth Advisors held 49 shares of Simon Property Group worth $9.8K as of Q3 2026.
  • JFS Wealth Advisors left its Simon Property Group share count unchanged in Q3 2026.
  • Simon Property Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #982 holding.
  • JFS Wealth Advisors first reported a position in Simon Property Group in Q2 2014 and has held it in 26 quarters since.
  • JFS Wealth Advisors's Simon Property Group position peaked at $36.4K in Q4 2022.
  • 726 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.