Simon Property shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Simon Property (SPG) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in Simon Property
Tip: Access up to 7 years of quarterly data
All positions including Simon Property held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Simon Property by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $300k | 1.6k | 187.67 |
| 2025-06-30 | $297k | 1.8k | 160.76 |
| 2025-03-31 | $307k | 1.8k | 166.08 |
| 2024-12-31 | $318k | 1.8k | 172.21 |
| 2024-09-30 | $364k | 2.2k | 169.02 |
| 2024-06-30 | $327k | 2.2k | 151.80 |
| 2024-03-31 | $337k | 2.2k | 156.49 |
| 2023-09-30 | $241k | 2.2k | 108.03 |
| 2023-06-30 | $258k | 2.2k | 115.48 |
| 2023-03-31 | $250k | 2.2k | 111.97 |
| 2022-12-31 | $262k | 2.2k | 117.48 |