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Joel Isaacson & Co’s Simon Property Group SPG Stock Holding History

Joel Isaacson & Co’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 		$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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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. 779 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.
  • 779 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.