Raymond James Financial
SPG icon

Raymond James Financial’s Simon Property Group SPG Stock Holding History

Raymond James Financial’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 		$139M Buy
622,818
+32,281
+5% +$6.64M 0.04% 428
2026
Q1 		$110M Buy
590,537
+18,215
+3% +$3.47M 0.03% 476
2025
Q4 		$106M Buy
572,322
+11,815
+2% +$2.15M 0.03% 482
2025
Q3 		$105M Buy
560,507
+44,413
+9% +$7.67M 0.03% 490
2025
Q2 		$83M Buy
516,094
+35,709
+7% +$5.64M 0.03% 542
2025
Q1 		$79.8M Buy
480,385
+25,170
+6% +$4.4M 0.03% 509
2024
Q4 		$78.4M Buy
+455,215
New +$79.9M 0.03% 511

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 $3.38T AUM 44.17% 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

Raymond James Financial's SPG Position: Q2 2026 in Review

Raymond James Financial increased its Simon Property Group (SPG) stake by 5.5% in Q2 2026, buying an estimated $6.64M and bringing the position to 622,818 shares worth $139M. The position accounts for 0.04% of the portfolio, ranked #428.

Raymond James Financial first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Raymond James Financial held 622,818 shares of Simon Property Group worth $139M as of Q2 2026.
  • Raymond James Financial bought 32,281 Simon Property Group shares in Q2 2026, an estimated $6.64M.
  • Simon Property Group made up 0.04% of Raymond James Financial's portfolio in Q2 2026, its #428 holding.
  • Raymond James Financial first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.