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Creative Planning SPG-PJ Position History
Simon Property Group, Inc.
Quarters held
10
Latest value
$17.7M
Q3 2026
Peak value
$18.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.7M |
| Q3 2025 | $15.4M |
| Q4 2025 | $15.8M |
| Q4 2025 | $7.6M |
| Q1 2026 | $7.6M |
| Q1 2026 | $15.1M |
| Q2 2026 | $9.1M |
| Q2 2026 | $18.6M |
| Q3 2026 | $8.2M |
| Q3 2026 | $17.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.7M | 88.1K | — | — |
| Q3 2026 | $8.2M | 40.8K | — | — |
| Q2 2026 | $18.6M | 83.0K | — | — |
| Q2 2026 | $9.1M | 40.8K | — | — |
| Q1 2026 | $15.1M | 81.0K | — | — |
| Q1 2026 | $7.6M | 40.6K | — | — |
| Q4 2025 | $7.6M | 41.0K | — | — |
| Q4 2025 | $15.8M | 85.5K | — | — |
| Q3 2025 | $15.4M | 82.3K | — | — |
| Q3 2025 | $7.7M | 41.0K | — | — |
Other funds holding SPG-PJ
$8.1B
$8.1B
$7.3B
$7.1B
$4.6B
$4.6B
$4.1B