Back to SPG-PJ
Braeburn Wealth Management LLC → SPG-PJ
Braeburn Wealth Management LLC SPG-PJ Position History
Simon Property Group, Inc.
Quarters held
4
Latest value
$3.1M
Q3 2026
Peak value
$3.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.8M |
| Q1 2026 | $2.8M |
| Q2 2026 | $3.4M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 15.3K | — | — |
| Q2 2026 | $3.4M | 15.3K | — | — |
| Q1 2026 | $2.8M | 15.3K | — | — |
| Q4 2025 | $2.8M | 15.3K | — | — |
Other funds holding SPG-PJ
$8.1B
$8.1B
$7.3B
$7.1B
$4.6B
$4.6B
$4.1B