Jeppson Wealth Management
SPG icon

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
Q3 		$2.03M Sell
10,093
-60
-0.6% -$13.1K 0.58% 43
2026
Q2 		$2.27M Sell
10,153
-11
-0.1% -$2.26K 0.67% 42
2026
Q1 		$1.9M Sell
10,164
-290
-3% -$55.3K 0.59% 44
2025
Q4 		$1.94M Sell
10,454
-55
-0.5% -$10K 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% -$9.9K 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

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Corda Investment Management
Corda Investment Management Houston, Texas $1.52B AUM 30.53% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Jeppson Wealth Management's SPG Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Simon Property Group (SPG) stake by 0.59% in Q3 2026, selling an estimated $13.1K and leaving 10,093 shares worth $2.03M. The position accounts for 0.58% of the portfolio, ranked #43.

Jeppson Wealth Management first reported a position in SPG in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.27M in Q2 2026. 330 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Jeppson Wealth Management held 10,093 shares of Simon Property Group worth $2.03M as of Q3 2026.
  • Jeppson Wealth Management sold 60 Simon Property Group shares in Q3 2026, an estimated $13.1K.
  • Simon Property Group made up 0.58% of Jeppson Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Jeppson Wealth Management first reported a position in Simon Property Group in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Simon Property Group position peaked at $2.27M in Q2 2026.
  • 330 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.