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

LJI 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	$263K	Buy	+1,309	New	+$285K	0.04%	166
2026 Q2	–	Sell	-1,599	Closed	-$298K	–	211
2026 Q1	$298K	Hold	1,599	–	–	0.05%	157
2025 Q4	$296K	Hold	1,599	–	–	0.05%	164
2025 Q3	$300K	Sell	1,599 -250	-14%	-$43.2K	0.05%	136
2025 Q2	$297K	Hold	1,849	–	–	0.05%	142
2025 Q1	$307K	Hold	1,849	–	–	0.06%	135
2024 Q4	$318K	Sell	1,849 -302	-14%	-$53K	0.06%	126
2024 Q3	$364K	Hold	2,151	–	–	0.07%	135
2024 Q2	$327K	Hold	2,151	–	–	0.07%	138
2024 Q1	$337K	Sell	2,151 -80	-4%	-$11.7K	0.09%	110
2023 Q4	$318K	Hold	2,231	–	–	0.08%	129
2023 Q3	$241K	Hold	2,231	–	–	0.07%	143
2023 Q2	$258K	Hold	2,231	–	–	0.08%	131
2023 Q1	$250K	Hold	2,231	–	–	0.08%	131
2022 Q4	$262K	Buy	+2,231	New	+$248K	0.09%	113

Other funds holding SPG

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

LJI Wealth Management opened a new position in Simon Property Group (SPG) in Q3 2026: 1,309 shares worth $263K. The stake represents 0.04% of the portfolio and ranks #166 among its holdings. This is a return to the name: LJI Wealth Management previously reported a position in SPG as recently as Q1 2026.

LJI Wealth Management first reported a position in SPG in Q4 2022 and has held it in 15 quarters since. The position peaked at $364K in Q3 2024. 1,166 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

LJI Wealth Management held 1,309 shares of Simon Property Group worth $263K as of Q3 2026.
Simon Property Group was a new LJI Wealth Management position in Q3 2026.
Simon Property Group made up 0.04% of LJI Wealth Management's portfolio in Q3 2026, its #166 holding.
LJI Wealth Management first reported a position in Simon Property Group in Q4 2022 and has held it in 15 quarters since.
LJI Wealth Management's Simon Property Group position peaked at $364K in Q3 2024.
1,166 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.