Nabity-Jensen Investment Management’s Simon Property Group SPG Stock Holding History

Nabity-Jensen Investment 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 Q1	$402K	Sell	2,156 -1,434	-40%	-$273K	0.28%	51
2025 Q4	$665K	Hold	3,590	–	–	0.45%	39
2025 Q3	$674K	Sell	3,590 -475	-12%	-$82K	0.47%	38
2025 Q2	$653K	Hold	4,065	–	–	0.48%	41
2025 Q1	$675K	Hold	4,065	–	–	0.54%	41
2024 Q4	$700K	Hold	4,065	–	–	0.53%	37
2024 Q3	$687K	Sell	4,065 -8	-0.2%	-$1.27K	0.53%	38
2024 Q2	$618K	Sell	4,073 -68	-2%	-$10K	0.51%	36
2024 Q1	$648K	Hold	4,141	–	–	0.53%	38
2023 Q4	$591K	Buy	+4,141	New	+$501K	0.53%	36

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

Nabity-Jensen Investment Management's SPG Position: Q1 2026 in Review

Nabity-Jensen Investment Management reduced its Simon Property Group (SPG) stake by 40% in Q1 2026, selling an estimated $273K and leaving 2,156 shares worth $402K. The position accounts for 0.28% of the portfolio, ranked #51.

Nabity-Jensen Investment Management first reported a position in SPG in Q4 2023 and has held it in 10 quarters since. The position peaked at $700K in Q4 2024. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

Nabity-Jensen Investment Management held 2,156 shares of Simon Property Group worth $402K as of Q1 2026.
Nabity-Jensen Investment Management sold 1,434 Simon Property Group shares in Q1 2026, an estimated $273K.
Simon Property Group made up 0.28% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #51 holding.
Nabity-Jensen Investment Management first reported a position in Simon Property Group in Q4 2023 and has held it in 10 quarters since.
Nabity-Jensen Investment Management's Simon Property Group position peaked at $700K in Q4 2024.
1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.