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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SPG-PJ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SPG-PJ Position History
Simon Property Group, Inc.
Quarters held
5
Latest value
$20.8M
Q3 2026
Peak value
$21.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.7M |
| Q4 2025 | $6.4M |
| Q1 2026 | $5.4M |
| Q2 2026 | $21.3M |
| Q3 2026 | $20.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.8M | 107.7K | — | — |
| Q2 2026 | $21.3M | 100.7K | — | — |
| Q1 2026 | $5.4M | 30.2K | — | — |
| Q4 2025 | $6.4M | 34.2K | — | — |
| Q3 2025 | $5.7M | 32.0K | — | — |
Other funds holding SPG-PJ
$8.1B
$8.1B
$7.3B
$7.1B
$4.6B
$4.6B
$4.1B