JACOBSON & SCHMITT ADVISORS, LLC
Position in SPG — Simon Property Group Inc.
CIK 1632096
MIDDLETON, WI
Position in SPG
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$209,846
+$1,598 QoQ
Shares Held
1,125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
All Filings in SPG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,846 | 1,125 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $208,248 | 1,125 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $211,128 | 1,125 | Shares | Sole | 2025-11-10 | |
| 2024-12-31 | $206,652 | 1,200 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $202,824 | 1,200 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||