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JPL Wealth Management’s Simon Property Group SPG Stock Holding History

JPL Wealth Management’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 		$26.2K Buy
117
+25
+27% +$5.14K 0.01% 381
2026
Q1 		$17.2K Buy
+92
New +$17.5K ﹤0.01% 423
2025
Q4 		– Sell
-89
Closed -$16.7K – 978
2025
Q3 		$16.7K Buy
+89
New +$15.4K ﹤0.01% 441

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JPL Wealth Management's SPG Position: Q2 2026 in Review

JPL Wealth Management increased its Simon Property Group (SPG) stake by 27% in Q2 2026, buying an estimated $5.14K and bringing the position to 117 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #381.

JPL Wealth Management first reported a position in SPG in Q3 2025 and has held it in 3 quarters since. 1,354 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • JPL Wealth Management held 117 shares of Simon Property Group worth $26.2K as of Q2 2026.
  • JPL Wealth Management bought 25 Simon Property Group shares in Q2 2026, an estimated $5.14K.
  • Simon Property Group made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #381 holding.
  • JPL Wealth Management first reported a position in Simon Property Group in Q3 2025 and has held it in 3 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.