Jessup Wealth Management »

Simon Property shares owned by Jessup Wealth Management

Quarter-by-quarter ownership of Simon Property (SPG) shares owned by Jessup Wealth Management from 13F filings

Historical chart of Jessup Wealth Management investment in Simon Property

Tip: Access up to 7 years of quarterly data

All positions including Simon Property held by Jessup Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Simon Property by Jessup Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.4k 40 185.10
2022-12-31 $2.6M 22k 117.48

More positions owned by Jessup Wealth Management

Amazon.com Common Stock (AMZN)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Alphabet Common Stock (GOOGL)
SPDR Bloomberg Barclays High yield Bond ETF Etf (JNK)
Tesla Common Stock (TSLA)
iShares 7-10 Year Treasury Bond ETF Etf (IEF)
Alibaba Group Holding Common Stock (BABA)
Kkr & Co Common Stock (KKR)
Advanced Micro Devices Common Stock (AMD)
UnitedHealth Group Common Stock (UNH)
Vanguard Extended Market Index Fund ETF Shares Etf (VXF)
Invesco China Technology ETF Etf (CQQQ)
Equitable Holdings Common Stock (EQH)
Merck & Co Common Stock (MRK)

View all positions for Jessup Wealth Management

Top funds holding Simon Property

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital World Investors
Wellington Management Company
Jpmorgan Chase & Co
Cohen & Steers Capital Management
Norges Bank Investment Management
Northern Trust
Dimensional Fund Advisors
Charles Schwab Investment Management
Legal & General Group
Nuveen
Invesco

View all funds holding Simon Property