Joel Isaacson & Co’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $742K | Hold |
3,316
| – | – | 0.02% | 250 |
|
|
2026
Q1 | $619K | Sell |
3,316
-702
| -17% | -$134K | 0.02% | 255 |
|
|
2025
Q4 | $744K | Buy |
4,018
+40
| +1% | +$7.27K | 0.02% | 229 |
|
|
2025
Q3 | $747K | Hold |
3,978
| – | – | 0.03% | 213 |
|
|
2025
Q2 | $640K | Hold |
3,978
| – | – | 0.03% | 221 |
|
|
2025
Q1 | $661K | Hold |
3,978
| – | – | 0.03% | 207 |
|
|
2024
Q4 | $685K | Buy |
3,978
+582
| +17% | +$102K | 0.03% | 194 |
|
|
2024
Q3 | $574K | Sell |
3,396
-60
| -2% | -$9.5K | 0.03% | 197 |
|
|
2024
Q2 | $525K | Hold |
3,456
| – | – | 0.03% | 205 |
|
|
2024
Q1 | $541K | Buy |
3,456
+60
| +2% | +$8.8K | 0.03% | 201 |
|
|
2023
Q4 | $484K | Hold |
3,396
| – | – | 0.03% | 195 |
|
|
2023
Q3 | $367K | Hold |
3,396
| – | – | 0.03% | 220 |
|
|
2023
Q2 | $392K | Hold |
3,396
| – | – | 0.03% | 217 |
|
|
2023
Q1 | $380K | Sell |
3,396
-130
| -4% | -$15.5K | 0.03% | 216 |
|
|
2022
Q4 | $414K | Buy |
3,526
+130
| +4% | +$14.4K | 0.03% | 205 |
|
|
2022
Q3 | $305K | Hold |
3,396
| – | – | 0.03% | 227 |
|
|
2022
Q2 | $322K | Hold |
3,396
| – | – | 0.03% | 221 |
|
|
2022
Q1 | $434K | Hold |
3,396
| – | – | 0.03% | 195 |
|
|
2021
Q4 | $543K | Hold |
3,396
| – | – | 0.04% | 175 |
|
|
2021
Q3 | $441K | Buy |
+3,396
| New | +$442K | 0.03% | 195 |
|
|
2016
Q4 | – | Sell |
-335
| Closed | -$69K | – | 698 |
|
|
2016
Q3 | $69K | Hold |
335
| – | – | 0.01% | 281 |
|
|
2016
Q2 | $73K | Hold |
335
| – | – | 0.02% | 273 |
|
|
2016
Q1 | $70K | Hold |
335
| – | – | 0.02% | 289 |
|
|
2015
Q4 | $65K | Hold |
335
| – | – | 0.02% | 293 |
|
|
2015
Q3 | $62K | Hold |
335
| – | – | 0.02% | 306 |
|
|
2015
Q2 | $58K | Hold |
335
| – | – | 0.01% | 340 |
|
|
2015
Q1 | $66K | Hold |
335
| – | – | 0.02% | 324 |
|
|
2014
Q4 | $61K | Buy |
335
+95
| +40% | +$16.9K | 0.02% | 300 |
|
|
2014
Q3 | $39K | Hold |
240
| – | – | 0.01% | 337 |
|
|
2014
Q2 | $40K | Sell |
240
-15
| -6% | -$2.45K | 0.01% | 331 |
|
|
2014
Q1 | $39K | Hold |
255
| – | – | 0.01% | 328 |
|
|
2013
Q4 | $37K | Hold |
255
| – | – | 0.01% | 310 |
|
|
2013
Q3 | $36K | Buy |
+255
| New | +$37K | 0.01% | 299 |
|
Other funds holding SPG
Joel Isaacson & Co's SPG Position: Q2 2026 in Review
Joel Isaacson & Co held its Simon Property Group (SPG) position steady in Q2 2026 at 3,316 shares worth $742K. The position accounts for 0.02% of the portfolio, ranked #250.
Joel Isaacson & Co first reported a position in SPG in Q3 2013 and has held it in 33 quarters since. The position peaked at $747K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Joel Isaacson & Co held 3,316 shares of Simon Property Group worth $742K as of Q2 2026.
- Joel Isaacson & Co left its Simon Property Group share count unchanged in Q2 2026.
- Simon Property Group made up 0.02% of Joel Isaacson & Co's portfolio in Q2 2026, its #250 holding.
- Joel Isaacson & Co first reported a position in Simon Property Group in Q3 2013 and has held it in 33 quarters since.
- Joel Isaacson & Co's Simon Property Group position peaked at $747K in Q3 2025.
- 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.