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Jeppson Wealth Management’s Simon Property Group SPG Stock Holding History

Jeppson Wealth 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 		$1.9M Sell
10,164
-290
-3% -$55.3K 0.59% 44
2025
Q4 		$1.94M Sell
10,454
-55
-0.5% -$9.99K 0.61% 43
2025
Q3 		$1.97M Sell
10,509
-275
-3% -$47.5K 0.63% 40
2025
Q2 		$1.73M Buy
10,784
+1,483
+16% +$234K 0.6% 44
2025
Q1 		$1.54M Sell
9,301
-379
-4% -$66.2K 0.57% 47
2024
Q4 		$1.67M Sell
9,680
-250
-3% -$43.9K 0.6% 42
2024
Q3 		$1.68M Sell
9,930
-5
-0.1% -$792 0.6% 42
2024
Q2 		$1.51M Sell
9,935
-46
-0.5% -$6.78K 0.58% 46
2024
Q1 		$1.56M Sell
9,981
-316
-3% -$46.3K 0.61% 45
2023
Q4 		$1.47M Buy
10,297
+152
+1% +$18.4K 0.61% 44
2023
Q3 		$1.1M Buy
10,145
+50
+0.5% +$5.86K 0.5% 53
2023
Q2 		$1.17M Sell
10,095
-825
-8% -$89.9K 0.51% 50
2023
Q1 		$1.22M Sell
10,920
-149
-1% -$17.8K 0.53% 45
2022
Q4 		$1.3M Buy
11,069
+430
+4% +$47.8K 0.55% 43
2022
Q3 		$955K Buy
10,639
+331
+3% +$33.9K 0.43% 53
2022
Q2 		$978K Buy
10,308
+486
+5% +$55.7K 0.42% 56
2022
Q1 		$1.29M Buy
9,822
+1,812
+23% +$258K 0.6% 39
2021
Q4 		$1.28M Sell
8,010
-330
-4% -$50.4K 0.62% 36
2021
Q3 		$1.08M Buy
8,340
+20
+0.2% +$2.6K 0.56% 44
2021
Q2 		$1.08M Sell
8,320
-80
-1% -$9.94K 0.59% 46
2021
Q1 		$955K Sell
8,400
-125
-1% -$13K 0.57% 47
2020
Q4 		$727K Buy
8,525
+1,845
+28% +$141K 0.48% 54
2020
Q3 		$432K Buy
+6,680
New +$438K 0.34% 73

Other funds holding SPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jeppson Wealth Management's SPG Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Simon Property Group (SPG) stake by 2.8% in Q1 2026, selling an estimated $55.3K and leaving 10,164 shares worth $1.9M. The position accounts for 0.59% of the portfolio, ranked #44.

Jeppson Wealth Management first reported a position in SPG in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.97M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.

  • Jeppson Wealth Management held 10,164 shares of Simon Property Group worth $1.9M as of Q1 2026.
  • Jeppson Wealth Management sold 290 Simon Property Group shares in Q1 2026, an estimated $55.3K.
  • Simon Property Group made up 0.59% of Jeppson Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Jeppson Wealth Management first reported a position in Simon Property Group in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Simon Property Group position peaked at $1.97M in Q3 2025.
  • 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.