JTC Employer Solutions Trustee’s Simon Property Group SPG Stock Holding History

JTC Employer Solutions Trustee’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	$77K	Hold	412	–	–	0.01%	224
2025 Q4	$76K	Hold	412	–	–	0.01%	230
2025 Q3	$77K	Hold	412	–	–	0.01%	223
2025 Q2	$66K	Hold	412	–	–	0.01%	219
2025 Q1	$68K	Hold	412	–	–	0.01%	224
2024 Q4	$70K	Hold	412	–	–	0.01%	225
2024 Q3	$70K	Hold	412	–	–	﹤0.01%	230
2024 Q2	$63K	Hold	412	–	–	﹤0.01%	235
2024 Q1	$64K	Hold	412	–	–	﹤0.01%	240
2023 Q4	$59K	Hold	412	–	–	0.01%	240
2023 Q3	$45K	Hold	412	–	–	﹤0.01%	262
2023 Q2	$48K	Hold	412	–	–	﹤0.01%	265
2023 Q1	$46K	Hold	412	–	–	﹤0.01%	269
2022 Q4	$48K	Hold	412	–	–	﹤0.01%	269
2022 Q3	$37K	Hold	412	–	–	0.01%	235
2022 Q2	$39K	Hold	412	–	–	0.01%	209
2022 Q1	$54K	Hold	412	–	–	0.01%	201
2021 Q4	$66K	Hold	412	–	–	0.01%	196
2021 Q3	$54K	Buy	+412	New	+$53.6K	0.01%	211

Other funds holding SPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JTC Employer Solutions Trustee's SPG Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its Simon Property Group (SPG) position steady in Q1 2026 at 412 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #224.

JTC Employer Solutions Trustee first reported a position in SPG in Q3 2021 and has held it in 19 quarters since. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

JTC Employer Solutions Trustee held 412 shares of Simon Property Group worth $77K as of Q1 2026.
JTC Employer Solutions Trustee left its Simon Property Group share count unchanged in Q1 2026.
Simon Property Group made up 0.01% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #224 holding.
JTC Employer Solutions Trustee first reported a position in Simon Property Group in Q3 2021 and has held it in 19 quarters since.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.