Jefferies Group's SPG Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 8,898 shares of Simon Property Group, Inc. (SPG) worth $1.66 M, representing 0.01% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in SPG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 89,439 shares. Largest reduction occurred in Q3 2025, reducing 91,521 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Simon Property Group (SPG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Simon Property Group (SPG) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +3,219 | Add 56.68% | 8,898 | $186.53 |
| Q4 2025 | +5,679 | New Buy | 5,679 | $185.11 |
| Q3 2025 | -91,521 | Sold Out | 0 | $0.00 |
| Q2 2025 | +89,439 | Add 4295.82% | 91,521 | $160.76 |
| Q1 2025 | -185 | Reduce 8.16% | 2,082 | $166.08 |
| Q4 2024 | -11,030 | Reduce 82.95% | 2,267 | $172.21 |
| Q3 2024 | +6,161 | Add 86.34% | 13,297 | $169.02 |
| Q2 2024 | +966 | Add 15.66% | 7,136 | $151.80 |
| Q1 2024 | +6,170 | New Buy | 6,170 | $156.49 |
| Q3 2023 | -4,486 | Sold Out | 0 | $0.00 |
| Q2 2023 | +4,486 | New Buy | 4,486 | $115.48 |
| Q1 2023 | -21,214 | Sold Out | 0 | $0.00 |
| Q4 2022 | +21,214 | New Buy | 21,214 | $117.48 |
Jefferies Group's Simon Property Group Investment FAQs
Jefferies Group first purchased Simon Property Group, Inc. (SPG) in Q4 2022, acquiring 21,214 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Simon Property Group, Inc. (SPG) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to Simon Property Group, Inc. (SPG) was in Q2 2025, adding 91,521 shares worth $14.71 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 8,898 shares of Simon Property Group, Inc. (SPG), valued at approximately $1.66 M.
As of the Q1 2026 filing, Simon Property Group, Inc. (SPG) represents approximately 0.01% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Simon Property Group, Inc. (SPG) was 91,521 shares, as reported at the end of Q2 2025.