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 Q2	$479K	Sell	2,141 -15	-0.7%	-$3.09K	0.29%	53
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nabity-Jensen Investment Management's SPG Position: Q2 2026 in Review

Nabity-Jensen Investment Management reduced its Simon Property Group (SPG) stake by 0.7% in Q2 2026, selling an estimated $3.09K and leaving 2,141 shares worth $479K. The position accounts for 0.29% of the portfolio, ranked #53.

Nabity-Jensen Investment Management first reported a position in SPG in Q4 2023 and has held it in 11 quarters since. The position peaked at $700K in Q4 2024. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

Nabity-Jensen Investment Management held 2,141 shares of Simon Property Group worth $479K as of Q2 2026.
Nabity-Jensen Investment Management sold 15 Simon Property Group shares in Q2 2026, an estimated $3.09K.
Simon Property Group made up 0.29% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #53 holding.
Nabity-Jensen Investment Management first reported a position in Simon Property Group in Q4 2023 and has held it in 11 quarters since.
Nabity-Jensen Investment Management's Simon Property Group position peaked at $700K in Q4 2024.
1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.