JEPPSON WEALTH MANAGEMENT, LLC
Position in SPG — Simon Property Group Inc.
CIK 1831263
MANHATTAN BEACH, CA
Position in SPG
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$1,895,890
-$39,249 QoQ
Shares Held
10,164
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $5,395,387 across 7 REIT - Retail names. SPG ranks #1 (35.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
10,164 | $1,895,890 | |
| 2 | NNN |
Nnn REIT, Inc.
|
25,007 | $1,051,044 | |
| 3 | O |
Realty Income Corp
|
13,048 | $798,276 | |
| 4 | FRT |
Federal Realty Investment Trust
|
6,708 | $712,456 | |
| 5 | KIM |
Kimco Realty Corp
|
16,730 | $375,923 | |
| 6 | PINE |
Alpine Income Property Trust, Inc.
|
15,731 | $283,158 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
9,675 | $278,640 |
All Filings in SPG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,895,890 | 10,164 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,935,139 | 10,454 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,972,224 | 10,509 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,733,635 | 10,784 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,544,710 | 9,301 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,666,992 | 9,680 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,678,368 | 9,930 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,508,133 | 9,935 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,561,926 | 9,981 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,468,764 | 10,297 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,095,964 | 10,145 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,165,770 | 10,095 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,222,712 | 10,920 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,300,386 | 11,069 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $954,850 | 10,639 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $978,435 | 10,308 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,292,182 | 9,822 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,279,757 | 8,010 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,083,949 | 8,340 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,085,593 | 8,320 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $955,668 | 8,400 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $727,012 | 8,525 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $432,062 | 6,680 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||