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Equibles

JEPPSON WEALTH MANAGEMENT, LLC

Position in SPG — Simon Property Group Inc.

CIK 1831263 MANHATTAN BEACH, CA
Back to SPG Full portfolio

Position in SPG

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$2,270,718
+$374,828 QoQ
Shares Held
10,153
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#474
of 1,360 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SPG Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

JEPPSON WEALTH MANAGEMENT, LLC holds $6,272,777 across 7 REIT - Retail names. SPG ranks #1 (36.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
This page 		10,153 $2,270,718
2 NNN
Nnn REIT, Inc.
 24,902 $1,158,690
3 O
Realty Income Corp
 15,512 $961,123
4 FRT
Federal Realty Investment Trust
 6,708 $828,035
5 KIM
Kimco Realty Corp
 16,670 $422,584
6 PINE
Alpine Income Property Trust, Inc.
 15,731 $326,575
7 BRX
Brixmor Property Group Inc.
 9,675 $305,052

All Filings in SPG

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24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,270,718 10,153
2026-03-31 $1,895,890 10,164
2025-12-31 $1,935,139 10,454
2025-09-30 $1,972,224 10,509
2025-06-30 $1,733,635 10,784
2025-03-31 $1,544,710 9,301
2024-12-31 $1,666,992 9,680
2024-09-30 $1,678,368 9,930
2024-06-30 $1,508,133 9,935
2024-03-31 $1,561,926 9,981
2023-12-31 $1,468,764 10,297
2023-09-30 $1,095,964 10,145
2023-06-30 $1,165,770 10,095
2023-03-31 $1,222,712 10,920
2022-12-31 $1,300,386 11,069
2022-09-30 $954,850 10,639
2022-06-30 $978,435 10,308
2022-03-31 $1,292,182 9,822
2021-12-31 $1,279,757 8,010
2021-09-30 $1,083,949 8,340
2021-06-30 $1,085,593 8,320
2021-03-31 $955,668 8,400
2020-12-31 $727,012 8,525
2020-09-30 $432,062 6,680