Back to SPG-PJ
Simplicity Wealth,LLC → SPG-PJ
Simplicity Wealth,LLC SPG-PJ Position History
Simon Property Group, Inc.
Quarters held
5
Latest value
$11.1M
Q3 2026
Peak value
$11.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $339K |
| Q4 2025 | $422K |
| Q1 2026 | $422K |
| Q2 2026 | $11.6M |
| Q3 2026 | $11.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.1M | 55.3K | — | — |
| Q2 2026 | $11.6M | 52.0K | — | — |
| Q1 2026 | $422K | 2.3K | — | — |
| Q4 2025 | $422K | 2.3K | — | — |
| Q3 2025 | $339K | 1.8K | — | — |
Other funds holding SPG-PJ
$8.1B
$8.1B
$7.3B
$7.1B
$4.6B
$4.6B
$4.1B