Simon Property shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Simon Property
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Quarterly reported holdings in Simon Property by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 11k | 185.11 |
| 2025-09-30 | $2.0M | 11k | 187.67 |
| 2025-06-30 | $1.7M | 11k | 160.76 |
| 2025-03-31 | $1.5M | 9.3k | 166.08 |
| 2024-12-31 | $1.7M | 9.7k | 172.21 |
| 2024-09-30 | $1.7M | 9.9k | 169.02 |
| 2024-06-30 | $1.5M | 9.9k | 151.80 |
| 2024-03-31 | $1.6M | 10k | 156.49 |
| 2023-12-31 | $1.5M | 10k | 142.64 |
| 2023-09-30 | $1.1M | 10k | 108.03 |
| 2023-06-30 | $1.2M | 10k | 115.48 |
| 2023-03-31 | $1.2M | 11k | 111.97 |
| 2022-12-31 | $1.3M | 11k | 117.48 |
| 2022-09-30 | $955k | 11k | 89.76 |
| 2022-06-30 | $978k | 10k | 94.88 |
| 2022-03-31 | $1.3M | 9.8k | 131.54 |
| 2021-12-31 | $1.3M | 8.0k | 159.80 |
| 2021-09-30 | $1.1M | 8.3k | 129.86 |
| 2021-06-30 | $1.1M | 8.3k | 130.41 |
| 2021-03-31 | $955k | 8.4k | 113.69 |
| 2020-12-31 | $727k | 8.5k | 85.28 |
| 2020-09-30 | $432k | 6.7k | 64.67 |
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