JSW
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Journey Strategic Wealth’s Simon Property Group SPG Stock Holding History

Journey Strategic Wealth’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 		$590K Buy
3,163
+446
+16% +$85.1K 0.01% 299
2025
Q4 		$503K Sell
2,717
-76
-3% -$13.8K 0.01% 311
2025
Q3 		$524K Sell
2,793
-23
-0.8% -$3.97K 0.01% 283
2025
Q2 		$453K Buy
2,816
+428
+18% +$67.6K 0.01% 313
2025
Q1 		$397K Buy
2,388
+42
+2% +$7.34K 0.01% 277
2024
Q4 		$404K Buy
2,346
+8
+0.3% +$1.4K 0.02% 268
2024
Q3 		$395K Buy
2,338
+181
+8% +$28.7K 0.01% 262
2024
Q2 		$327K Buy
+2,157
New +$318K 0.01% 228
2023
Q2 		– Sell
-2,822
Closed -$316K – 262
2023
Q1 		$316K Buy
2,822
+378
+15% +$45.1K 0.03% 149
2022
Q4 		$287K Buy
2,444
+150
+7% +$16.7K 0.03% 147
2022
Q3 		$205K Buy
+2,294
New +$235K 0.03% 154
2022
Q2 		– Sell
-2,280
Closed -$300K – 201
2022
Q1 		$300K Buy
2,280
+90
+4% +$12.8K 0.03% 99
2021
Q4 		$350K Buy
+2,190
New +$334K 0.04% 108

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Journey Strategic Wealth's SPG Position: Q1 2026 in Review

Journey Strategic Wealth increased its Simon Property Group (SPG) stake by 16% in Q1 2026, buying an estimated $85.1K and bringing the position to 3,163 shares worth $590K. The position accounts for 0.01% of the portfolio, ranked #299.

Journey Strategic Wealth first reported a position in SPG in Q4 2021 and has held it in 13 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Journey Strategic Wealth held 3,163 shares of Simon Property Group worth $590K as of Q1 2026.
  • Journey Strategic Wealth bought 446 Simon Property Group shares in Q1 2026, an estimated $85.1K.
  • Simon Property Group made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #299 holding.
  • Journey Strategic Wealth first reported a position in Simon Property Group in Q4 2021 and has held it in 13 quarters since.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.